Original filing (PDF)20251003090927NAL0001185201001

ALTERMAN GROUP, INC.

Name: ALTERMAN GROUP, INC. — ALTERMAN GROUP, INC. 401(K) PLAN, Form 5500 (2024)
Creator: ALTERMAN GROUP, INC.

Form 5500

FILING_RECEIVED

ALTERMAN GROUP, INC. 401(K) PLAN

401(k) retirement plan

Signals · 2

27% in single holdingNo recordkeeper disclosed

Active participants

392

Accounts w/ balance

372

Plan assets (EOY)

$28.0M

Net assets (EOY)

$28.0M

How this plan invests

This plan

1 pooled trust

Schedule D

33 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

100

Knocking points off

Top holding "Amer Fds Inc Fd of Amer R6 Fd" is 27% of plan.
No recordkeeper disclosed on Schedule C.

Helping the score

Below-peer total fees (5 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTERMAN GROUP, INC..

Plan sponsor

Name

ALTERMAN GROUP, INC.

EIN

74-2316654

Address

7805 N LOOP 1604 E · LIVE OAK, TX · 78233

Phone

(210) 496-6888

Industry

Electrical Contractors· Constructionsee all

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

2025-10-03

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)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

CARON & BLETZER, PLLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$13K	—

Investments

33 direct securities · 1 pooled fund· $30.0M(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

$28.0M

33 holdings

Common Collective Trust

$2.0M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Amer Fds Inc Fd of Amer R6 Fd	—	—	$0	$7.7M	27.4%
Am Fds 2065 Trgt Dte Rtm R6 Fd	—	—	$0	$2.5M	9.0%
AB US LG CP GR CIT W SRS C MSG GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509	Common Collective Trust	—	—	$2.0M	7.3%
PIMCO All Asset All Auth I Fd	—	—	$0	$2.0M	7.3%
Am Fnd Inv Com Of Am R6 Fund	—	—	$0	$1.3M	4.7%
Am FdCap Wld Gth and In R6 Fnd	—	—	$0	$1.3M	4.6%
American Funds NewPrsp R6 Fnd	—	—	$0	$1.2M	4.1%
Am Fds 2040 Trgt Dte Rtm R6 Fd	—	—	$0	$991K	3.5%
Am Fds 2035 Trgt Dte Rtm R6 Fd	—	—	$0	$978K	3.5%
Prin Fixed Inc Guar Option	—	—	$0	$878K	3.1%
Am Fds 2045 Trgt Dte Rtm R6 Fd	—	—	$0	$824K	2.9%
Am Fds 2060 Trgt Dte Rtm R6 Fd	—	—	$0	$820K	2.9%
Gold Sachs Mid Cap Growth I Fd	—	—	$0	$749K	2.7%
Participant Loans	—	—	$0	$731K	2.6%
PIMCO Total Return Instl Fund	—	—	$0	$686K	2.5%
Am Fds 2050 Trgt Dte Rtm R6 Fd	—	—	$0	$669K	2.4%
Invesco Small Cap Value Y Fund	—	—	$0	$653K	2.3%
Am Fds 2030 Trgt Dte Rtm R6 Fd	—	—	$0	$637K	2.3%
Fidelity Sm Cap Index Fund	—	—	$0	$579K	2.1%
Am Fds 2055 Trgt Dte Rtm R6 Fd	—	—	$0	$504K	1.8%
Goldman Sachs GQG Prt Int O R6	—	—	$0	$484K	1.7%
Fidelity 500 Index Fund	—	—	$0	$416K	1.5%
Fidelity Mid Cp Index Fund	—	—	$0	$358K	1.3%
Am Fds 2025 Trgt Dte Rtm R6 Fd	—	—	$0	$355K	1.3%
Pioneer Strategic Inc Y Fund	—	—	$0	$295K	1.1%
Western Asset Cr Pls Bd IS Fd	—	—	$0	$255K	0.9%
Am Fds 2020 Trgt Dte Rtm R6 Fd	—	—	$0	$38K	0.1%
Cohen & Steers Re Est Sec I Fd	—	—	$0	$30K	0.1%
AMERICAN FUNDS 2070 TDR R6 FD	—	—	$0	$27K	<0.1%
BlackRock Eq Dividend I Fund	—	—	$0	$23K	<0.1%
AM FDS 2010 TRGT DTE RTM R6 FD	—	—	$0	$9K	<0.1%
Am Fds 2015 Trgt Dte Rtm R6 Fd	—	—	$0	$5K	<0.1%
American Funds NewWorld R6	—	—	$0	$556	<0.1%
AB US Lg Cp Gr CIT W Srs C MSG	—	—	$0	$301	<0.1%