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Original filing (PDF)20250916082209NAL0001186851001
ALTURA COMMUNICATON SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
ALTURA COMMUNICATION SOLUTIONS PENSION PLAN FOR CERTAIN UNION REPRESENTED EMPLOYEES
Defined-benefit pension plan
Signals · 1
28% in single holding
Active participants
9
Accounts w/ balance
—
Plan assets (EOY)
$11.8M
Net assets (EOY)
$11.8M
How this plan invests
This plan
18 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
86
Total plan cost
100
Vendor stack
75
Participation health
100
Knocking points off
- Top holding "Fidelity 500 Index Fund" is 28% of plan.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTURA COMMUNICATON SOLUTIONS, LLC.
Plan sponsor
Name
ALTURA COMMUNICATON SOLUTIONS, LLC
EIN
33-0988967
Address
C/O WATERFIELD TECHNOLOGIES · 110 S HARTFORD AVE., SUITE 2502 · TULSA, OK · 74120
Phone
(714) 948-8616
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONCURRENT INVESTMENT ADVISORS, LLC | — | TAMPA, FL | INVESTMENT ADVISOR | $10K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITORS | $9K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF OKLAHOMA | 73-1521483 | — | NONE | $7K | — |
Investments
18 direct securities· $11.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | $3.1M | $3.3M | 27.6% | |
| PGIM Total Return Bond Fund -Class R6 | — | — | $2.2M | $1.9M | 15.8% | |
| Fidelity International Index Fund | — | — | $860K | $784K | 6.6% | |
| Vanguard Mid-Cap Index Fund ETF | — | — | $230K | $738K | 6.2% | |
| Vanguard Short-Term Investment-Grade Fund Investor Shares | — | — | $735K | $715K | 6.1% | |
| Delaware Ivy High Income Fund Class I | — | — | $712K | $600K | 5.1% | |
| JPMorgan Emerging Markets Debt Fund Class R5 | — | — | $721K | $594K | 5.0% | |
| American Funds New World Fund Class R-6 | — | — | $622K | $585K | 5.0% | |
| Principal Real Estate Securities Fund Institutional Class | — | — | $448K | $549K | 4.7% | |
| Vanguard Small-Cap Index Fund ETF | — | — | $126K | $374K | 3.2% | |
| DFA U.S. Small Cap Portfolio Institutional Class | — | — | $174K | $372K | 3.2% | |
| PIMCO Investment Grade Credit Bond Fund Institutional Class | — | — | $402K | $349K | 3.0% | |
| Vanguard Federal Money Market Fund | — | — | $291K | $291K | 2.5% | |
| Principal MidCap Fund Institutional Class | — | — | $97K | $247K | 2.1% | |
| Principal Diversified Real Asset Fund Institutional Class | — | — | $237K | $230K | 1.9% | |
| PIMCO International Bond Fund Institutional Class | — | — | $122K | $121K | 1.0% | |
| MFS International New Discovery Fund Class R6 | — | — | $106K | $111K | 0.9% | |
| Vanguard 500 Index Fund ETF | — | — | $1K | $5K | <0.1% |