Brian Gayle signed Altair Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Altair Engineering, Inc.'s EIN is 38-2591828.
Download the official 2024 Form 5500 (PDF) for Altair Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altair Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | — | NONE | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & COMPANY INC | — | BLOOMFIELD HILLS, MI | NONE | $175K | — |
| PLANTE AND MORAN PLLC | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX | Common Collective Trusts | — | — | $33.6M | 12.8% | |
| Fidelity ADVISOR TECHNOLOGY | Mutual Funds | — | — | $25.0M | 9.5% | |
| LARGE CAP GROWTH III FUND (AMERCENT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 435 | Pooled Separate Account | — | — | $15.8M | 6.0% | |
| JPMorgan EQUITY INCOME | Other securities | — | — | $14.3M | 5.4% | |
| Eaton Vance EATON VANCE ATLANTA CAPITAL SMID-CAP I | Other securities | — | — | $12.8M | 4.9% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.1M | 4.6% | |
| JPMorgan MID CAP GROWTH | Other securities | — | — | $10.7M | 4.1% | |
| JPMorgan SMARTRETIREMENT 2045 | Other securities | — | — | $9.6M | 3.7% | |
| Fidelity ADVISOR NEW INSIGHTS I | Mutual Funds | — | — | $8.3M | 3.2% | |
| JPMorgan SMARTRETIREMENT 2050 | Other securities | — | — | $8.2M | 3.1% | |
| American Funds AMERICAN FUNDS NEW PERSPECTIVE R6 | Mutual Funds | — | — | $8.1M | 3.1% | |
| JPMorgan SMARTRETIREMENT 2035 | Other securities | — | — | $7.9M | 3.0% | |
| Fidelity EXTENDED MARKET INDEX | Mutual Funds | — | — | $7.4M | 2.8% | |
| JPMorgan SMARTRETIREMENT 2030 | Other securities | — | — | $7.1M | 2.7% | |
| JPMorgan SMARTRETIREMENT 2040 | Other securities | — | — | $6.1M | 2.3% | |
| MFS MID CAP VALUE R4 | Mutual Funds | — | — | $5.8M | 2.2% | |
| Columbia CONTRARIAN CORE INSTL | Other securities | — | — | $5.7M | 2.2% | |
| JPMorgan SMARTRETIREMENT 2055 | Other securities | — | — | $5.4M | 2.1% | |
| JPMorgan SMARTRETIREMENT 2025 | Other securities | — | — | $4.8M | 1.8% | |
| CORE PLUS BOND / PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $4.8M | 1.8% | |
| Fidelity ADVISOR STRATEGIC INCOME | Mutual Funds | — | — | $4.8M | 1.8% | |
| JPMorgan US SMALL COMPANY | Common Stocks | — | — | $4.2M | 1.6% | |
| Fidelity ADVISOR DIVERSIFIED INTERNATIONAL | Mutual Funds | — | — | $3.8M | 1.5% | |
| Fidelity ADVISOR STRATEGIC DIV & INC | Mutual Funds | — | — | $3.6M | 1.4% | |
| JPMorgan SMALL CAP VALUE | Other securities | — | — | $3.5M | 1.3% | |
| Fidelity ADVISOR ENERGY | Mutual Funds | — | — | $3.2M | 1.2% | |
| Victory CORE PLUS INTERMEDIATE BOND R6 | Other securities | — | — | $3.1M | 1.2% | |
| JPMorgan SMARTRETIREMENT 2060 | Other securities | — | — | $2.5M | 1.0% | |
| PIMCO INCOME | Mutual Funds | — | — | $2.5M | 0.9% | |
| Calvert EQUITY I | Other securities | — | — | $2.1M | 0.8% | |
| Invesco INTERNATIONAL SMALL-MID | Mutual Funds | — | — | $2.0M | 0.8% | |
| Columbia SMALL CAP VALUE II INSTL | Other securities | — | — | $1.6M | 0.6% | |
| JPMorgan SMARTRETIREMENT 2020 | Other securities | — | — | $1.6M | 0.6% | |
| American Funds AMERICAN FUNDS AMERICAN HI INC TR R6 | Mutual Funds | — | — | $1.6M | 0.6% | |
| Victory GLOBAL ENERGY TRANSITION | Other securities | — | — | $1.1M | 0.4% | |
| Goldman Sachs GOLDMAN SACHS GLOBAL INCOME | Other securities | — | — | $1.1M | 0.4% | |
| American Funds AMERICAN FUNDS WASHINGTON MUTUAL R5 | Mutual Funds | — | — | $859K | 0.3% | |
| 9.50 percent - | Other securities | — | — | $784K | 0.3% | |
| Invesco OPPENHEIMER INT'L GROWTH | Mutual Funds | — | — | $769K | 0.3% | |
| Franklin Templeton FRANKLIN MUTUAL GLOBAL DISCOVERY | Mutual Funds | — | — | $767K | 0.3% | |
| Fidelity ADVISOR STOCK SELECTOR I | Mutual Funds | — | — | $596K | 0.2% | |
| Fidelity ADVISOR INTERNATIONAL DISCOVERY | Mutual Funds | — | — | $505K | 0.2% | |
| Vanguard SMALL CAP INDEX ADM | Mutual Funds | — | — | $494K | 0.2% | |
| JPMorgan SMARTRETIREMENT INCOME | Other securities | — | — | $430K | 0.2% | |
| PIMCO REAL RETURN ADMIN | Mutual Funds | — | — | $309K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| DETROIT, MI |
| NONE |
| $23K |
| — |
