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Original filing (PDF)20250912162334NAL0000914659001
ALTER DOMUS INC.
Form 5500
FILING_RECEIVED
ALTER DOMUS 401(K) PLAN
401(k) retirement plan
Active participants
1,658
Accounts w/ balance
1,720
Plan assets (EOY)
$120.7M
Net assets (EOY)
$120.7M
How this plan invests
This plan
15 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTER DOMUS INC..
Plan sponsor
Name
ALTER DOMUS INC.
EIN
32-0394877
Address
225 W WASHINGTON ST · 9TH FLOOR · CHICAGO, IL · 60606
Phone
(872) 204-5048
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-12
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $166K | — |
Investments
15 direct securities · 15 pooled funds· $123.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$84.1M
15 holdings
Uncategorized
$39.5M
15 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $20.1M | 16.7% | |
| BTC LIFEPATH 2060 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3258496 / PN 001 | Common Collective Trust | — | — | $17.5M | 14.5% | |
| BTC LIFEPATH 2055 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3243273 / PN 001 | Common Collective Trust | — | — | $14.0M | 11.6% | |
| BTC LIFEPATH 2050 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3226904 / PN 001 | Common Collective Trust | — | — | $12.1M | 10.1% | |
| BTC LIFEPATH 2045 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3214715 / PN 001 | Common Collective Trust | — | — | $9.8M | 8.1% | |
| BTC LIFEPATH 2040 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3199119 / PN 001 | Common Collective Trust | — | — | $9.2M | 7.6% | |
| NVN W LG CAP GR S SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $6.2M | 5.1% | |
| BTC LIFEPATH 2035 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3182755 / PN 001 | Common Collective Trust | — | — | $3.7M | 3.0% | |
| Fidelity Mid Cap Index | — | — | — | $3.2M | 2.7% | |
| Fidelity Small Cap Index | — | — | — | $2.9M | 2.4% | |
| Putnam Fiduciary Trust Company Putnam Large Cap Value Trust | — | — | — | $2.9M | 2.4% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $2.9M | 2.4% | |
| BTC LIFEPATH 2030 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3152218 / PN 001 | Common Collective Trust | — | — | $2.3M | 1.9% | |
| Fidelity International Index | — | — | — | $1.9M | 1.6% | |
| EAGLE MID CAP GR F ALTA TRUST COMPANY · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $1.9M | 1.5% | |
| BTC LIFEPATH RET G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 82-3274988 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.4% | |
| Victory Capital Victory Sycamore Established Value | — | — | — | $1.6M | 1.3% | |
| Cohen & Steers Cohen & Steers Real Estate Securities | — | — | — | $1.2M | 1.0% | |
| AB US SM CAP GRTH S GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116832 / PN 531 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| Participants Participant notes receivable with interest rates ranging from 3.75 to 10.5 percent - | — | — | — | $1.2M | 1.0% | |
| Fidelity Total Bond | — | — | — | $1.1M | 0.9% | |
| Victory Sycamore Small Company Opportunity | — | — | — | $926K | 0.8% | |
| PGIM Funds (Prudential) PGIM High Yield | — | — | — | $893K | 0.7% | |
| CB INTL GROWTH S1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-3125078 / PN 346 | Common Collective Trust | — | — | $886K | 0.7% | |
| PIMCO Income Institutional | — | — | — | $711K | 0.6% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $697K | 0.6% | |
| JPMorgan Emerging Markets Equity | — | — | — | $552K | 0.5% | |
| Fidelity US Bond Index | — | — | — | $184K | 0.2% | |
| Fidelity Management Trust Company Money market fund - Fidelity Government Money Market Fund | — | — | — | $31K | <0.1% | |
| BTC LIFEPATH 2065 G BLACKROCK INST. TRUST COMPANY, N.A. · EIN 84-1787954 / PN 001 | Common Collective Trust | — | — | $23K | <0.1% |
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