How big is Alter Companies, Inc.'s plan?

Alter Companies, Inc.'s plan reported $131.0M in assets and 1,381 participants for 2024.

Original filing (PDF)20251006140509NAL0006209824001

Alter Companies, Inc.

Name: Alter Companies, Inc. — Alter 401(k) Retirement Plan, Form 5500 (2024)
Creator: Alter Companies, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Alter 401(k) Retirement Plan

401(k) retirement plan · Alter Companies, Inc.'s Alter 401(k) Retirement Plan held $131.0M in plan assets for 1,381 participants in 2024, with Principal as recordkeeper.

Signals · 2

10% employer stockCorrective distributions issued

Active participants

1,381

Accounts w/ balance

1,569

Plan assets (EOY)

$131.0M

Net assets (EOY)

$131.0M

People on this filing

Michelle Roosa signed Alter Companies, Inc.'s 2024 Form 5500 as plan administrator.

Michelle Roosa — 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

Alter Companies, Inc.'s EIN is 48-1291659.

EIN 48-1291659

Plan number 002

Plan year 2024

ACK ID 20251006140509NAL0006209824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alter Companies, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alter Companies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

27 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

ALTER COMPANIES, INC.

EIN

all filings

Address

700 OFFICE PARKWAY · CREVE COEUR, MO · 631417105

Phone

(314) 872-2479

Industry

Wholesale Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-06

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$147K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEDIGITAL INVESTMENT AD	43-1451524	—	INVESTMENT ADVISORY	$89K	—

Investments

27 direct securities · 1 pooled fund· $131.4M(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.

Mutual Funds

$74.0M

15 holdings

Common Collective Trusts

$27.3M

4 holdings

Common Stocks

$13.6M

4 holdings

Other securities

$10.5M

3 holdings

Common Collective Trust

$4.0M

1 holding

Bonds / Notes

$2.0M

1 holding

					% of plan
Fidelity Investments 500 Index Fund	Common Collective Trusts	—	—	$18.1M	13.8%
Fidelity Investments Advisor Equity Growth Fund	Mutual Funds	—	—	$17.8M	13.6%
Invesco Funds Group, Inc. Equity and Income Fund	Mutual Funds	—	—	$16.2M	12.4%
American Beacon Funds Large Cap Value Fund	Other securities	—	—	$8.4M	6.4%
Standard Insurance Company Insurance contract, Standard Stable Asset Fund II	Common Stocks	—	—	$7.6M	5.8%
Vanguard Group Target Retirement 2030 Fund	Mutual Funds	—	—	$7.3M	5.6%
Vanguard Group Small-Cap Index Fund	Common Collective Trusts	—	—	$6.5M	4.9%
Vanguard Group Target Retirement 2035 Fund	Mutual Funds	—	—	$5.8M	4.4%
Vanguard Group Target Retirement 2025 Fund	Mutual Funds	—	—	$5.2M	3.9%
Vanguard Group Target Retirement 2045 Fund	Mutual Funds	—	—	$4.6M	3.5%
Oppenheimer International Growth Fund	Mutual Funds	—	—	$4.6M	3.5%
Vanguard Group Target Retirement 2040 Fund	Mutual Funds	—	—	$4.0M	3.1%
SEI Trust Company * Principal/BlackRock S&P MidCap Index	Common Stocks	—	—	$4.0M	3.0%
PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001	Common Collective Trust	—	—	$4.0M	3.0%
Vanguard Group Target Retirement 2050 Fund	Mutual Funds	—	—	$3.7M	2.8%
Osterweis Capital Management Strategic Income Fund	Other securities	—	—	$2.1M	1.6%
Participants * Notes receivable (interest rates of 4.25% to 9.50%)	Bonds / Notes	—	—	$2.0M	1.5%
Fidelity Investments International Index Fund	Common Collective Trusts	—	—	$1.6M	1.2%
Metropolitan Life Insurance Co. Total Return Bond	Common Stocks	—	—	$1.5M	1.1%
Vanguard Group Target Retirement 2060 Fund	Mutual Funds	—	—	$1.1M	0.9%
Fidelity Investments US Bond Index Fund	Common Collective Trusts	—	—	$1.1M	0.8%
Vanguard Group Target Retirement 2020 Fund	Mutual Funds	—	—	$1.1M	0.8%
Vanguard Group Target Retirement 2065 Fund	Mutual Funds	—	—	$998K	0.8%
Dimensional Fund Advisors Emerging Markets Core Equity Portfolio	Mutual Funds	—	—	$924K	0.7%
Vanguard Group Target Retirement Income Fund	Mutual Funds	—	—	$616K	0.5%
Principal Funds, Inc. * SmallCap Growth I Fund	Common Stocks	—	—	$456K	0.3%
(E)	Other securities	—	—	$55K	<0.1%
Vanguard Group Target Retirement 2070 Fund	Mutual Funds	—	—	$55K	<0.1%