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Original filing (PDF)20250828164517NAL0005630195001
ALTORFER INC.
Form 5500
FILING_RECEIVED
ALTORFER RETIREMENT PLAN
401(k) retirement plan
Active participants
936
Accounts w/ balance
1,109
Plan assets (EOY)
$162.8M
Net assets (EOY)
$162.8M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTORFER INC..
Plan sponsor
Name
ALTORFER INC.
EIN
42-0788540
Address
P.O. BOX 1347 · CEDAR RAPIDS, IA · 52406
Phone
(319) 365-0551
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-28
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)
Auditor
CLIFTONLARSONALLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$166K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | — | ACCOUNTANT/AUDITOR | $17K | — |
Investments
34 direct securities· $162.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID CONTRAFUND K | — | — | — | $17.5M | 10.7% | |
| AF TRGT DATE 2030 R6 | — | — | — | $15.5M | 9.5% | |
| AF TRGT DATE 2040 R6 | — | — | — | $13.4M | 8.2% | |
| FID GROWTH CO K | — | — | — | $12.8M | 7.9% | |
| AF TRGT DATE 2035 R6 | — | — | — | $11.2M | 6.9% | |
| FID 500 INDEX | — | — | — | $9.5M | 5.8% | |
| AF TRGT DATE 2045 R6 | — | — | — | $8.4M | 5.2% | |
| AF TRGT DATE 2025 R6 | — | — | — | $7.1M | 4.3% | |
| AF TRGT DATE 2050 R6 | — | — | — | $6.6M | 4.1% | |
| Fidelity Retirement Money Market Portfolio | — | — | — | $6.5M | 4.0% | |
| AF TRGT DATE 2055 R6 | — | — | — | $5.6M | 3.4% | |
| BARON GROWTH INST | — | — | — | $5.6M | 3.4% | |
| AF TRGT DATE 2020 R6 | — | — | — | $4.3M | 2.6% | |
| FID MID CAP STOCK K | — | — | — | $3.6M | 2.2% | |
| FID OVERSEAS | — | — | — | $3.1M | 1.9% | |
| VICTORY S ESTB VAL I | — | — | — | $3.0M | 1.9% | |
| FID EXTD MKT IDX | — | — | — | $2.9M | 1.8% | |
| AF TRGT DATE 2060 R6 | — | — | — | $2.9M | 1.8% | |
| INVS DIVRS DIVD R5 | — | — | — | $2.9M | 1.8% | |
| JH DSCPL VAL MDCP I | — | — | — | $2.8M | 1.7% | |
| DODGE & COX INCOME X | — | — | — | $2.5M | 1.5% | |
| FID BALANCED K | — | — | — | $2.5M | 1.5% | |
| VANG EXPLORER ADM | — | — | — | $2.5M | 1.5% | |
| and Maturities through January 2030 - | — | — | — | $1.8M | 1.1% | |
| AF TRGT DATE 2015 R6 | — | — | — | $1.6M | 1.0% | |
| FID STRATEGIC INCOME | — | — | — | $1.4M | 0.9% | |
| PGIM SH DUR MS BD R6 | — | — | — | $1.2M | 0.8% | |
| AS SPL SM CAP VAL R6 | — | — | — | $1.2M | 0.7% | |
| AF TRGT DATE 2065 R6 | — | — | — | $1.1M | 0.7% | |
| FID GLB EX US IDX | — | — | — | $600K | 0.4% | |
| AF TRGT DATE 2010 R6 | — | — | — | $496K | 0.3% | |
| FID US BOND IDX | — | — | — | $421K | 0.3% | |
| C&S INST REALTY SHS | — | — | — | $305K | 0.2% | |
| AF TRGT DATE 2070 R6 | — | — | — | $17K | <0.1% |