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Original filing (PDF)20251001150754NAL0013391121001
ALOGENT HOLDINGS, INC.
Form 5500
FILING_RECEIVED
ALOGENT 401(K) PLAN
401(k) retirement plan
Signals · 1
8 service providers
Active participants
207
Accounts w/ balance
269
Plan assets (EOY)
$26.1M
Net assets (EOY)
$26.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALOGENT HOLDINGS, INC..
Plan sponsor
Name
ALOGENT HOLDINGS, INC.
EIN
36-4869272
Address
35 TECHNOLOGY PARKWAY SOUTH · SUITE 200 · PEACHTREE CORNERS, GA · 30092
Phone
(678) 966-0844
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-10-01
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
MOORE COLSON & CO, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
8 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | RECORD KEEPER | $57K | — |
Other
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MFS FUNDS | 04-2747644 | — | NONE | $0 | — |
| MET WEST FUNDS | 95-4597302 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| VANGUARD GROUP | 23-1945930 | — | NONE | $0 | — |
| LEGG MASON | 52-1200960 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
Investments
27 direct securities · 1 pooled fund· $27.7M(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.
Uncategorized
$26.7M
27 holdings
Common Collective Trust
$1.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Large Cap Index Admiral Registered Investment Company | — | — | — | $4.3M | 16.6% | |
| JP Morgan Large Cap Growth R6 Registered Investment Company | — | — | — | $2.9M | 11.0% | |
| T. Rowe Price Retirement 2030 Fund Inv Registered Investment Company | — | — | — | $2.7M | 10.5% | |
| T. Rowe Price Retirement 2035 Fund Inv Registered Investment Company | — | — | — | $2.4M | 9.2% | |
| T. Rowe Price Retirement 2040 Fund Inv Registered Investment Company | — | — | — | $2.3M | 8.7% | |
| T. Rowe Price Retirement 2045 Fund Inv Registered Investment Company | — | — | — | $1.5M | 5.7% | |
| American Funds Europacific Growth R5 Registered Investment Company | — | — | — | $1.2M | 4.6% | |
| TCW MTWST Total Return Bond Inst Registered Investment Company | — | — | — | $1.0M | 4.0% | |
| Common Collective Trust - * T. Rowe Price Stable Value N Common Collective Trust | — | — | — | $1.0M | 3.9% | |
| TRP ST VAL COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.9% | |
| Vanguard Small Cap Index Admiral Registered Investment Company | — | — | — | $1.0M | 3.9% | |
| Clearbridge Select I Registered Investment Company | — | — | — | $871K | 3.3% | |
| T. Rowe Price Retirement 2050 Fund Inv Registered Investment Company | — | — | — | $840K | 3.2% | |
| MFS Value Fund R4 Registered Investment Company | — | — | — | $782K | 3.0% | |
| T. Rowe Price Retirement 2055 Fund Inv Registered Investment Company | — | — | — | $659K | 2.5% | |
| Vanguard Mid Cap Index Registered Investment Company | — | — | — | $551K | 2.1% | |
| T. Rowe Price Retirement 2025 Fund Inv Registered Investment Company | — | — | — | $483K | 1.8% | |
| Fidelity Contra Fund Registered Investment Company | — | — | — | $445K | 1.7% | |
| FIDELITY CONTRAFUND MUTUAL FUND | — | — | — | $445K | 1.7% | |
| T. Rowe Price Retirement 2060 Fund Inv Registered Investment Company | — | — | — | $362K | 1.4% | |
| MFS Mid Cap Value Fund R4 Registered Investment Company | — | — | — | $352K | 1.3% | |
| T. Rowe Price Retirement 2020 Fund Inv Registered Investment Company | — | — | — | $163K | 0.6% | |
| Participant Loans Interest Rates of 3.25% to 9.50% -0- | — | — | — | $154K | 0.6% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 3.25% - 9.50% | — | — | — | $146K | 0.6% | |
| T. Rowe Price Retirement 2065 Fund Inv Registered Investment Company | — | — | — | $55K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund Inv Registered Investment Company | — | — | — | $13K | <0.1% | |
| T. Rowe Price Retirement 2015 Fund Inv Registered Investment Company | — | — | — | $9K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund Inv Registered Investment Company | — | — | — | $9K | <0.1% |
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