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Original filing (PDF)20251015073807NAL0001988771001
ALLIANT TECHNOLOGIES LLC
Form 5500
FILING_RECEIVED
ALLIANT TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
126
Accounts w/ balance
148
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
1 pooled trust
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
84
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Mutual Fund - Vanguard Target Retirement 2045 Fund" is 32% of plan.
- 50 bps in Schedule C fees — 72% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIANT TECHNOLOGIES LLC.
Plan sponsor
Name
ALLIANT TECHNOLOGIES LLC
EIN
72-1600235
Address
2080 NELSON MILLER PARKWAY · LOUISVILLE, KY · 40223
Phone
(502) 244-7313
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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DEMING, MALONE, LIVESAY & OSTROFF
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS ADVISORS LLC | — | LOUSIVILLE, KY | ADVISOR | $47K | — |
Investments
23 direct securities · 1 pooled fund· $13.8M(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.
Uncategorized
$13.6M
23 holdings
Common Collective Trust
$285K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Mutual Fund - Vanguard Target Retirement 2045 Fund | — | — | — | $4.4M | 32.4% | |
| Fidelity Mutual Fund - Fidelity 500 Index Fund | — | — | — | $1.4M | 10.4% | |
| Vanguard Mutual Fund - Vanguard Target Retirement 2030 Fund | — | — | — | $1.2M | 8.6% | |
| Fidelity Mutual Fund - Fidelity Large Cap Growth Index | — | — | — | $991K | 7.3% | |
| Dodge & Cox Mutual Fund - Dodge & Cox Income X | — | — | — | $650K | 4.8% | |
| Fidelity Mutual Fund - Fidelity Mid Cap Index | — | — | — | $644K | 4.7% | |
| Fidelity Mutual Fund - Fidelity International Index | — | — | — | $551K | 4.1% | |
| Fidelity Mutual Fund - Fidelity Small Cap Index | — | — | — | $518K | 3.8% | |
| Vanguard Mutual Fund - Vanguard Target Retirement 2060 Fund | — | — | — | $479K | 3.5% | |
| Vanguard Mutual Fund - Vanguard Target Retirement 2065 Fund | — | — | — | $455K | 3.4% | |
| Fidelity Mutual Fund - Fidelity Large Cap Value Index | — | — | — | $448K | 3.3% | |
| Vanguard Mutual Fund - Vanguard Target Retirement 2025 Fund | — | — | — | $439K | 3.2% | |
| Similar Party Collateral, Par or Maturity Value Cost** Value Investments - MetLife Stable Value Collective Trust Fund Class J | — | — | — | $285K | 2.1% | |
| GREATGRAY CIT III FOR METLIFE GROUP WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $285K | 2.1% | |
| Vanguard Mutual Fund - Vanguard Target Retirement Income Fund | — | — | — | $215K | 1.6% | |
| Vanguard Mutual Fund - Vanguard Target Retirement 2055 Fund | — | — | — | $189K | 1.4% | |
| DFA Mutual Fund - DFA Emerging Markets Core Equity 2 Port | — | — | — | $171K | 1.3% | |
| Principal Mutual Fund - Principal Diversified Real Asset R6 | — | — | — | $170K | 1.3% | |
| November 2, 2029 - | — | — | — | $165K | 1.2% | |
| Vanguard Mutual Fund - Vanguard Target Retirement 2050 Fund | — | — | — | $106K | 0.8% | |
| PIMCO Mutual Fund - PIMCO International Bond | — | — | — | $52K | 0.4% | |
| Vanguard Mutual Fund - Vanguard Target Retirement 2040 Fund | — | — | — | $32K | 0.2% | |
| Vanguard Mutual Fund - Vanguard Target Retirement 2035 Fund | — | — | — | $21K | 0.2% | |
| Vanguard Mutual Fund - Vanguard Target Retirement 2070 Fund | — | — | — | $15K | 0.1% |
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