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Original filing (PDF)20251014124914NAL0005896418001
ALTAMIRA MATERIAL SOLUTIONS, LP
Form 5500
FILING_RECEIVED
ALTAMIRA MATERIAL SOLUTIONS, LP RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
212
Accounts w/ balance
206
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTAMIRA MATERIAL SOLUTIONS, LP.
Plan sponsor
Name
ALTAMIRA MATERIAL SOLUTIONS, LP
EIN
87-2122080
Address
10633 W. LITTLE YORK ROAD · BLDG 3, SUITE 300 · HOUSTON, TX · 77041
Phone
(713) 983-4240
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
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
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NIA SECURITIES LLC | 22-3570392 | — | NONE | $27K | — |
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | NONE | $26K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $219 | — |
Investments
27 direct securities · 2 pooled funds· $17.0M(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
$15.3M
27 holdings
Common Collective Trust
$1.7M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS TRGTDT 2030 R6 Registered Investment Company | — | — | — | $2.4M | 14.3% | |
| AMERICAN FUNDS TRGTDT 2040 R6 Registered Investment Company | — | — | — | $2.2M | 13.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.7M | 9.9% | |
| FIDELITY 500 INDEX Registered Investment Company | — | — | — | $1.5M | 8.8% | |
| AMERICAN FUNDS TRGTDT 2050 R6 Registered Investment Company | — | — | — | $1.1M | 6.4% | |
| AMERICAN FUNDS TRGTDT 2025 R6 Registered Investment Company | — | — | — | $968K | 5.7% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $815K | 4.8% | |
| AMERICAN FUNDS TRGTDT 2045 R6 Registered Investment Company | — | — | — | $812K | 4.8% | |
| AMERICAN FUNDS TRGTDT 2020 R6 Registered Investment Company | — | — | — | $704K | 4.1% | |
| PARTICIPANT LOANS (4.25% - 10.50%) | — | — | — | $553K | 3.3% | |
| NUVEEN WINSLOW LGCAP GR ESG I Registered Investment Company | — | — | — | $547K | 3.2% | |
| AMERICAN FUNDS TRGTDT 2035 R6 Registered Investment Company | — | — | — | $484K | 2.8% | |
| T ROWE PRICE MID CAP GROWTH Registered Investment Company | — | — | — | $429K | 2.5% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | — | — | — | $426K | 2.5% | |
| DODGE & COX STOCK FUND Registered Investment Company | — | — | — | $392K | 2.3% | |
| PIMCO TOTAL RETURN FUND Registered Investment Company 775 PIMCO TOTAL RETURN FUND CL A Registered Investment Company | — | — | — | $376K | 2.2% | |
| COLUMBIA SMALL CAP VAL FD II S Registered Investment Company | — | — | — | $343K | 2.0% | |
| AMERICAN FUNDS TRGTDT 2055 R6 Registered Investment Company | — | — | — | $249K | 1.5% | |
| AMERICAN FUNDS TRGTDT 2060 R6 Registered Investment Company | — | — | — | $237K | 1.4% | |
| VANGUARD SELECTED VALUE Registered Investment Company | — | — | — | $183K | 1.1% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $149K | 0.9% | |
| AMERICAN FUNDS TRGTDT 2065 R6 Registered Investment Company | — | — | — | $105K | 0.6% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | — | — | — | $99K | 0.6% | |
| FIDELITY SMALL CAP INDEX Registered Investment Company | — | — | — | $90K | 0.5% | |
| AMERICAN BEACON SMALL CAP GR Registered Investment Company | — | — | — | $52K | 0.3% | |
| FIDELITY MID CAP INDEX Registered Investment Company | — | — | — | $45K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 Registered Investment Company | — | — | — | $29K | 0.2% | |
| AMERICAN FUNDS TRGTDT 2010 R6 Registered Investment Company | — | — | — | $5K | <0.1% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $0 | <0.1% |
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