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Original filing (PDF)20251008101026NAL0002909347001
ALLIENT INC. (F/K/A ALLIED MOTION TECHNOLOGIES INC.)
Form 5500
FILING_RECEIVED
ALLIED MOTION TECHNOLOGIES INC. EMPLOYEES' STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
905
Accounts w/ balance
1,163
Plan assets (EOY)
$16.0M
Net assets (EOY)
$16.0M
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Allient Inc." is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALLIENT INC. (F/K/A ALLIED MOTION TECHNOLOGIES INC.).
Plan sponsor
Name
ALLIENT INC. (F/K/A ALLIED MOTION TECHNOLOGIES INC.)
EIN
84-0518115
Address
495 COMMERCE DRIVE · SUITE 3 · AMHERST, NY · 14228
Phone
(716) 242-8634
Industry
Manufacturingsee 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
2025-10-08
Pension benefit codes
2I · Stock bonus
2O · ESOP (non-leveraged)
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
DOPKINS & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $39K | — |
Investments
1 direct security· $15.1M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Allient Inc. | — | — | $9.0M | $15.1M | 94.5% |
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