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Original filing (PDF)20251010070555NAL0012552864001
ALPINE INTEL, LLC
Form 5500
FILING_RECEIVED
ALPINE INTEL 401(K) PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
1,336
Accounts w/ balance
765
Plan assets (EOY)
$49.8M
Net assets (EOY)
$49.8M
How this plan invests
This plan
23 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
86
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Fidelity 500 Index" is 28% of plan.
- 57% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPINE INTEL, LLC.
Plan sponsor
Name
ALPINE INTEL, LLC
EIN
82-0826790
Address
500 N HURSTBOURNE PKY · SUITE 350 · LOUISVILLE, KY · 40222
Phone
(800) 482-5611
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
2025-10-10
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
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $51K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | INVESTMENT ADVISOR | $67K | — |
Investments
23 direct securities· $49.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $13.8M | 27.6% | |
| Vanguard Balanced Index ADM | — | — | — | $9.7M | 19.5% | |
| Fidelity Extended Market Index | — | — | — | $4.6M | 9.2% | |
| Fidelity FDM Index 2055 IPR | — | — | — | $2.8M | 5.6% | |
| Fidelity FDM Index 2045 IPR | — | — | — | $2.7M | 5.5% | |
| Fidelity FID TOTAL INTL IDX | — | — | — | $2.5M | 5.0% | |
| Fidelity FDM Index 2050 IPR | — | — | — | $2.4M | 4.9% | |
| Fidelity FDM Index 2040 IPR | — | — | — | $2.0M | 4.1% | |
| Fidelity FDM Index 2030 IPR | — | — | — | $2.0M | 4.0% | |
| Fidelity FDM Index 2035 IPR | — | — | — | $1.5M | 3.1% | |
| Fidelity US Bond Index | — | — | — | $1.2M | 2.4% | |
| Fidelity Government Money Market | — | — | — | $1.1M | 2.2% | |
| Fidelity FDM Index 2060 IPR | — | — | — | $1.1M | 2.2% | |
| Fidelity FDM Index 2020 IPR | — | — | — | $682K | 1.4% | |
| Fidelity FDM Index 2065 IPR | — | — | — | $624K | 1.3% | |
| Various participants Participant Loans | — | — | — | $458K | 0.9% | |
| Fidelity FDM Index 2025 IPR | — | — | — | $280K | 0.6% | |
| Vanguard Wellesley ADM | — | — | — | $237K | 0.5% | |
| Fidelity FDM Index Inc IPR | — | — | — | $34K | <0.1% | |
| Fidelity FID SM CAP IDX | — | — | — | $4K | <0.1% | |
| Fidelity FDM Index 2010 IPR | — | — | — | $2K | <0.1% | |
| Fidelity FDM Index 2015 IPR | — | — | — | $1K | <0.1% | |
| Fidelity FDM Index 2070 IPR | — | — | — | $205 | <0.1% |