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Original filing (PDF)20251010220046NAL0013827840011
ALTANA TECHNOLOGIES, INC
Form 5500
FILING_RECEIVED
ALTANA TECHNOLOGIES 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
165
Accounts w/ balance
202
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
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)
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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Market Index Fund Admiral Shares" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTANA TECHNOLOGIES, INC.
Plan sponsor
Name
ALTANA TECHNOLOGIES, INC
EIN
83-2853651
Address
25 KENT AVENUE · SUITE 501 · BROOKLYN, NY · 11249
Phone
(310) 619-8487
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
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
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
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
23 direct securities· $4.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $2.0M | 42.2% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $802K | 17.3% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $492K | 10.6% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $408K | 8.8% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $220K | 4.7% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $196K | 4.2% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $163K | 3.5% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $87K | 1.9% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $70K | 1.5% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $55K | 1.2% | |
| Vanguard Federal Money Market Fund | — | — | — | $36K | 0.8% | |
| Vanguard Financials Index Fund Admiral Shares 3 Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $32K | 0.7% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $20K | 0.4% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $14K | 0.3% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $14K | 0.3% | |
| Vanguard Large-Cap Index Fund Admiral Shares | — | — | — | $11K | 0.2% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $10K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $6K | 0.1% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $6K | 0.1% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Materials Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Industrials Index Fund Admiral Shares 79 Vanguard Health Care Index Fund Admiral Shares | — | — | — | $3K | <0.1% |
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