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Original filing (PDF)20251008093216NAL0002891347001
ALLIANT ENGINEERING, INC.
Form 5500
FILING_RECEIVED
ALLIANT ENGINEERING, INC. EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
188
Accounts w/ balance
244
Plan assets (EOY)
$24.1M
Net assets (EOY)
$24.1M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANT ENGINEERING, INC..
Plan sponsor
Name
ALLIANT ENGINEERING, INC.
EIN
41-1818046
Address
733 MARQUETTE AVENUE, SUITE 700 · MINNEAPOLIS, MN · 55402
Phone
(612) 758-3080
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REDPATH AND COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DWC ERISA CONSULTANTS LLC | 26-2091417 | — | TPA | $5K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | NONE | $39K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $24K | — |
Investments
29 direct securities · 1 pooled fund· $23.6M(98% 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
$23.4M
29 holdings
Common Collective Trust
$200K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Mutual Fund | — | — | — | $3.8M | 15.7% | |
| Vanguard Growth Index Admiral Shares Mutual Fund | — | — | — | $3.2M | 13.3% | |
| Vanguard Target Retirement 2030 Mutual Fund | — | — | — | $2.5M | 10.4% | |
| Vanguard Target Retirement 2055 Mutual Fund | — | — | — | $2.0M | 8.3% | |
| Vanguard Target Retirement 2045 Mutual Fund | — | — | — | $1.7M | 7.1% | |
| Vanguard Target Retirement 2035 Mutual Fund | — | — | — | $1.7M | 7.0% | |
| Vanguard Target Retirement 2060 Mutual Fund | — | — | — | $1.5M | 6.4% | |
| Vanguard Target Retirement 2025 Mutual Fund | — | — | — | $1.1M | 4.5% | |
| Vanguard Small Cap Index Admiral Shares Mutual Fund | — | — | — | $1.0M | 4.2% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $938K | 3.9% | |
| Vanguard Target Retirement 2050 Mutual Fund | — | — | — | $676K | 2.8% | |
| Vanguard Value Index Admiral Shares Mutual Fund | — | — | — | $532K | 2.2% | |
| Vanguard Total International Stock Index Admiral Shares Mutual Fund | — | — | — | $528K | 2.2% | |
| Vanguard Mid Cap Index Admiral Shares Mutual Fund | — | — | — | $350K | 1.5% | |
| Vanguard Target Retirement 2065 Mutual Fund | — | — | — | $276K | 1.1% | |
| Vanguard Total Bond Market Index Admiral Shares Mutual Fund | — | — | — | $251K | 1.0% | |
| PUTNAM STABLE VALUE 20BPS PUTNAM STABLE VALUE FUNDS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $200K | 0.8% | |
| PIMCO Investment Grade Credit Bond Institutional Class Mutual Fund | — | — | — | $198K | 0.8% | |
| Participant Loans Interest rates at 3.25% - 8.50% | — | — | — | $195K | 0.8% | |
| Vanguard Real Estate Index Admiral Shares Mutual Fund | — | — | — | $182K | 0.8% | |
| Vanguard Emerging Market Stock Index Admiral Shares Mutual Fund | — | — | — | $140K | 0.6% | |
| Vanguard Mid Cap Growth Index Admiral Shares Mutual Fund | — | — | — | $94K | 0.4% | |
| Vanguard Target Retirement 2070 Mutual Fund | — | — | — | $94K | 0.4% | |
| Fidelity Total Bond K6 Mutual Fund | — | — | — | $94K | 0.4% | |
| Vanguard Mid Cap Value Index Admiral Shares Mutual Fund | — | — | — | $79K | 0.3% | |
| Nuveen Large Cap Responsible Equity R6 Mutual Fund | — | — | — | $78K | 0.3% | |
| ClearBridge Small Cap Growth IS Mutual Fund | — | — | — | $54K | 0.2% | |
| Allspring Special Small Cap Value R6 Mutual Fund | — | — | — | $31K | 0.1% | |
| Vanguard Target Retirement 2020 Mutual Fund | — | — | — | $22K | <0.1% | |
| Vanguard Institutional Target Retirement Income Mutual Fund | — | — | — | $4K | <0.1% |
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