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Original filing (PDF)20251010100151NAL0012277872001
ALTEC INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
ALTEC, INC. RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
10,685
Accounts w/ balance
11,574
Plan assets (EOY)
$986.4M
Net assets (EOY)
$986.4M
How this plan invests
This plan
15 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTEC INDUSTRIES, INC..
Plan sponsor
Name
ALTEC INDUSTRIES, INC.
EIN
63-0362926
Address
210 INVERNESS CENTER DRIVE · BIRMINGHAM, AL · 35242
Phone
(205) 991-7733
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DENT MOSES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $129K | — |
Investments
14 direct securities · 15 pooled funds· $1.0B(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.
Common Collective Trust
$563.2M
15 holdings
Uncategorized
$393.1M
13 holdings
Mutual Funds
$72.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | — | — | — | $147.1M | 14.9% | |
| VANGUARD TARGET RETIREMENT 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $96.1M | 9.7% | |
| VANGUARD TARGET RETIREMENT 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $74.3M | 7.5% | |
| Loomis Sayles Growth Fund | — | — | — | $73.9M | 7.5% | |
| S American Fundamental | Mutual Funds | — | — | $72.7M | 7.4% | |
| VANGUARD TARGET RETIREMENT 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $72.2M | 7.3% | |
| VANGUARD TARGET RETIREMENT 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $67.4M | 6.8% | |
| VANGUARD TARGET RETIREMENT 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $65.1M | 6.6% | |
| Delaware Small Cap Core | — | — | — | $55.0M | 5.6% | |
| STABLE VALUE FUND Wells Fargo Stable Return Fund | — | — | — | $43.1M | 4.4% | |
| GALLIARD STABLE RETURN FUND CLASS Q SEI TRUST COMPANY · EIN 52-2250959 / PN 001 | Common Collective Trust | — | $39.9M | $43.1M | 4.4% | |
| VANGUARD TARGET RETIREMENT 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $42.1M | 4.3% | |
| VANGUARD TARGET RETIREMENT 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $40.0M | 4.1% | |
| Vanguard Total Bond Market Index | — | — | $24.8M | $23.0M | 2.3% | |
| VANGUARD TOTAL INTL CL INSTL MUTUAL FUNDS | — | — | $21.7M | $22.4M | 2.3% | |
| American Europacific Growth | — | — | — | $18.8M | 1.9% | |
| SSGA RUSSELL SMALL CAP INDEX SECS C STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 106 | Common Collective Trust | — | — | $17.1M | 1.7% | |
| VANGUARD TARGET RETIREMENT 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $13.8M | 1.4% | |
| VANGUARD TARGET RETIREMENT 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $13.5M | 1.4% | |
| VANGUARD TARGET RETIREMENT 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $12.8M | 1.3% | |
| PIMCO Total Return Port Instl | — | — | — | $8.7M | 0.9% | |
| VANGUARD TARGET RETIREMENT INCOME T VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.3% | |
| VANGUARD TARGET RETIREMENT 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.2% | |
| VANGUARD TGT RTMNT INC & GRWTH COMMON / COLLECTIVE TRUSTS | — | — | $615K | $648K | <0.1% | |
| VANGUARD TARGET RETIREMENT INCOME VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $648K | <0.1% | |
| CASH AND CASH EQUIVALENTS BLF Fedfund Money Market | — | — | — | $279K | <0.1% | |
| BLF FEDFUND MONEY MARKET | — | — | $275K | $275K | <0.1% | |
| Accrued Income Interest and non-interest bearing cash | — | — | — | $7K | <0.1% | |
| PENDING SETTLEMENT FUND PENDING SETTLEMENT FUNDS | — | — | $4K | $4K | <0.1% |