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Original filing (PDF)20251010140023NAL0008268641001
THE ALDEN GROUP, LTD.
Form 5500
FILING_RECEIVED
THE ALDEN NETWORK 401(K) PLAN
401(k) retirement plan
Active participants
3,785
Accounts w/ balance
4,513
Plan assets (EOY)
$128.2M
Net assets (EOY)
$128.2M
How this plan invests
This plan
1 pooled trust
Schedule D
45 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 60 bps in Schedule C fees — 502% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE ALDEN GROUP, LTD..
Plan sponsor
Name
THE ALDEN GROUP, LTD.
EIN
36-3107839
Address
4200 WEST PETERSON AVENUE · CHICAGO, IL · 60646
Phone
(773) 286-3883
Industry
Health Care & Social Assistancesee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV. | 01-0233346 | — | RECORDKEEPER | $631K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | INVESTMENT ADVISORY-PLAN | $99K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI LLC | 85-0833363 | — | THIRD PARTY ADMIN | $23K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $19K | — |
Investments
44 direct securities · 1 pooled fund· $127.5M(99% 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.
Uncategorized
$125.7M
43 holdings
Common Collective Trust
$1.4M
1 holding
Mutual Funds
$361K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party Maturity Value Cost Current Value Mutual Funds American Funds 2035 Target Date Retirement Fund Class R-6 N/R | — | — | — | $20.9M | 16.3% | |
| American Funds 2025 Target Date Retirement Fund Class R-6 N/R | — | — | — | $14.7M | 11.4% | |
| American Funds 2030 Target Date Retirement Fund Class R-6 N/R | — | — | — | $14.3M | 11.2% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 N/R | — | — | — | $12.5M | 9.7% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 N/R | — | — | — | $9.4M | 7.3% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 N/R | — | — | — | $8.8M | 6.9% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 N/R | — | — | — | $7.0M | 5.5% | |
| American Funds 2020 Target Date Retirement Fund Class R-6 N/R | — | — | — | $5.2M | 4.1% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 N/R | — | — | — | $4.4M | 3.4% | |
| JPMorgan Large Cap Growth Fund N/R | — | — | — | $4.3M | 3.4% | |
| Capital Fund Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $2.9M | 2.3% | |
| Nuveen Large Cap Growth Index R6 N/R | — | — | — | $2.8M | 2.1% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 N/R | — | — | — | $2.4M | 1.9% | |
| American Funds 2015 Target Date Retirement Fund Class R-6 N/R | — | — | — | $2.1M | 1.7% | |
| Fidelity NASDAQ Composite Index Fund N/R | — | — | — | $1.9M | 1.4% | |
| Vanguard Value Index Fund N/R | — | — | — | $1.6M | 1.2% | |
| Nuveen Equity Index R6 N/R | — | — | — | $1.5M | 1.1% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY-JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $1.4M | 1.1% | |
| Putnam Large Cap Value Fund N/R | — | — | — | $938K | 0.7% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 N/R | — | — | — | $872K | 0.7% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares N/R | — | — | — | $755K | 0.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares N/R | — | — | — | $625K | 0.5% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $612K | 0.5% | |
| Vanguard Small-Cap Value Index Fund N/R | — | — | — | $598K | 0.5% | |
| Fidelity International Index Fund N/R | — | — | — | $566K | 0.4% | |
| Vanguard Mid-Cap Growth Index Fund N/R | — | — | — | $501K | 0.4% | |
| Vanguard Mid-Cap Value Index Fund N/R | — | — | — | $487K | 0.4% | |
| Nuveen Small Cap Blend Index R6 N/R | — | — | — | $366K | 0.3% | |
| The Bond Fund of America R6 N/R | Mutual Funds | — | — | $361K | 0.3% | |
| John Hancock Multi-Index Lifestyle Balanced Portfolio N/R | — | — | — | $321K | 0.3% | |
| John Hancock Multi-Index Lifestyle Aggressive Portfolio N/R | — | — | — | $309K | 0.2% | |
| JPMorgan Emerging Markets Equity Fund Class R6 N/R | — | — | — | $275K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio N/R | — | — | — | $256K | 0.2% | |
| Institutional Class American Funds EuroPacific Growth Fund Class R-6 N/R | — | — | — | $249K | 0.2% | |
| Cohen & Steers Institutional Realty Shares, Inc. N/R | — | — | — | $232K | 0.2% | |
| American Funds New Perspective Fund Class R-6 N/R | — | — | — | $204K | 0.2% | |
| Janus Henderson Global Life Sciences Fund Class N N/R | — | — | — | $194K | 0.2% | |
| Party Maturity Value Cost Current Value Invesco Discovery Mid Cap Growth Fund N/R | — | — | — | $157K | 0.1% | |
| John Hancock Multi-Index Lifestyle Growth Portfolio N/R | — | — | — | $128K | 0.1% | |
| MFS Mid Cap Value Fund Class R6 N/R | — | — | — | $120K | <0.1% | |
| Macquarie Small Cap Growth R6 N/R | — | — | — | $96K | <0.1% | |
| John Hancock Multi-Index Lifestyle Conservative Portfolio N/R | — | — | — | $91K | <0.1% | |
| American Century Small Cap Value Fund N/R | — | — | — | $84K | <0.1% | |
| Money Market Fund JPMorgan JP Morgan US Government Money Market N/R | — | — | — | $67K | <0.1% | |
| John Hancock Multi-Index Lifestyle Moderate Portfolio N/R | — | — | — | $50K | <0.1% |
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