How big is Altano U.S., LLC's plan?

Altano U.S., LLC's plan reported $3.8M in assets and 183 participants for 2023.

Original filing (PDF)20241008173424NAL0008624019001

Altano U.S., LLC

Name: Altano U.S., LLC — Altano U.S., LLC 401(k) Plan, Form 5500 (2023)
Creator: Altano U.S., LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Altano U.S., LLC 401(k) Plan

401(k) retirement plan · Altano U.S., LLC's Altano U.S., LLC 401(k) Plan held $3.8M in plan assets for 183 participants in 2023, with Empower as recordkeeper.

Signals · 1

~104 bps in Sched C fees

Active participants

183

Accounts w/ balance

120

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

David Mauger signed Altano U.S., LLC's 2023 Form 5500 as plan administrator.

David Mauger — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Altano U.S., LLC's EIN is 37-2093761.

EIN 37-2093761

Plan number 001

Plan year 2023

ACK ID 20241008173424NAL0008624019001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Altano U.S., LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Altano U.S., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTANO U.S., LLC.

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How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Total administrative cost in the bottom quartile of peers (18th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Plan sponsor

Name

ALTANO U.S., LLC

EIN

all filings

Address

250 WEST MAIN STREET · SUITE 1400 · LEXINGTON, KY · 40507

Phone

(828) 351-6433

Industry

Professional & Technical Services

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO.	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	—	SAN RAFAEL, CA	INVESTMENT ADVISOR	$10K	—

Investments

21 direct securities· $3.8M(100% of reported assets)

Mutual Funds

$2.4M

16 holdings

Common Collective Trusts

$867K

1 holding

Other securities

$486K

3 holdings

Common Stocks

$42K

1 holding

					% of plan
Fidelity 500 Index	Common Collective Trusts	—	—	$867K	22.9%
American Funds 2050 Target Date Retire R6	Mutual Funds	—	—	$465K	12.3%
Fidelity International Index	Mutual Funds	—	—	$317K	8.4%
Western Asset Core Bond IS	Other securities	—	—	$306K	8.1%
American Funds 2030 Target Date Retire R6	Mutual Funds	—	—	$253K	6.7%
American Funds 2040 Target Date Retire R6	Mutual Funds	—	—	$195K	5.1%
American Funds 2045 Target Date Retire R6	Mutual Funds	—	—	$185K	4.9%
Fidelity Mid Cap Index	Mutual Funds	—	—	$171K	4.5%
Fidelity Small Cap Index	Mutual Funds	—	—	$166K	4.4%
American Funds 2025 Target Date Retire R6	Mutual Funds	—	—	$147K	3.9%
JP Morgan Large Cap Growth R6	Other securities	—	—	$143K	3.8%
Putnam Large Cap Value R6	Mutual Funds	—	—	$127K	3.4%
American Funds 2060 Target Date Retire R6	Mutual Funds	—	—	$98K	2.6%
MFS Intl Diversification R6	Mutual Funds	—	—	$92K	2.4%
PIMCO Income Instl	Mutual Funds	—	—	$57K	1.5%
American Funds 2035 Target Date Retire R6	Mutual Funds	—	—	$52K	1.4%
American Funds 2055 Target Date Retire R6	Mutual Funds	—	—	$47K	1.2%
Insurance Contract at Contract Value * Empower Annuity Insurance Guaranteed Interest Account Company of America	Common Stocks	—	—	$42K	1.1%
PGIM US Real Estate R6	Other securities	—	—	$37K	1.0%
Investments at Fair Value American Funds 2010 Target Date Retire R6	Mutual Funds	—	—	$10K	0.3%
American Funds 2065 Target Date Retire R6	Mutual Funds	—	—	$2K	<0.1%