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Original filing (PDF)20250507070447NAL0010386321001
ALEGEUS TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
ALEGEUS TECHNOLOGIES LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
687
Accounts w/ balance
865
Plan assets (EOY)
$58.0M
Net assets (EOY)
$58.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALEGEUS TECHNOLOGIES, LLC.
Plan sponsor
Name
ALEGEUS TECHNOLOGIES, LLC
EIN
90-0808825
Address
1601 TRAPELO RD · SOUTH BUILDING, 2ND FLOOR · WALTHAM, MA · 02451
Phone
(781) 250-6280
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-05-07
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
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 | $114K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON & BLETZER, PLLC | 04-3499945 | — | ACCOUNTANT/AUDITOR | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities · 13 pooled funds· $92.1M(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
$57.7M
29 holdings
Common Collective Trust
$34.4M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $9.2M | 15.8% | |
| Fidelity Freedom Index 2040 B Fund " | — | — | — | $5.7M | 9.8% | |
| FID FRDM INX 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $5.7M | 9.8% | |
| Fidelity Freedom Index 2035 B Fund " | — | — | — | $5.0M | 8.5% | |
| FID FRDM INX 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $5.0M | 8.5% | |
| Fidelity Freedom Index 2045 B Fund " | — | — | — | $4.7M | 8.1% | |
| FID FRDM INX 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $4.7M | 8.1% | |
| Fidelity Contrafund K6 Fund " | — | — | — | $4.5M | 7.8% | |
| Fidelity Freedom Index 2055 B Fund " | — | — | — | $4.4M | 7.6% | |
| FID FRDM INX 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $4.4M | 7.6% | |
| Fidelity Freedom Index 2050 B Fund " | — | — | — | $4.1M | 7.0% | |
| FID FRDM INX 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 004 | Common Collective Trust | — | — | $4.1M | 7.0% | |
| Fidelity Freedom Index 2030 B Fund " | — | — | — | $2.8M | 4.9% | |
| FID FRDM INX 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $2.8M | 4.9% | |
| Fidelity Freedom Index 2060 B Fund " | — | — | — | $2.7M | 4.7% | |
| FID FRDM INX 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $2.7M | 4.7% | |
| Fidelity Freedom Index 2025 B Fund " | — | — | — | $2.4M | 4.1% | |
| FID FRDM INX 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $2.4M | 4.1% | |
| Fidelity Government Money Market Fund " | — | — | — | $2.0M | 3.5% | |
| MassMutual Select Mid Cap Growth I Fund " | — | — | — | $1.4M | 2.4% | |
| Fidelity Freedom Index 2020 B Fund " | — | — | — | $1.3M | 2.2% | |
| FID FRDM INX 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 001 | Common Collective Trust | — | — | $1.3M | 2.2% | |
| Principal Equity Income Institutional Fund " | — | — | — | $1.2M | 2.1% | |
| Janus Henderson Triton N Fund " | — | — | — | $1.1M | 1.8% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $768K | 1.3% | |
| John Hancock Funds Disciplined Value Mid Cap R6 Fund " | — | — | — | $718K | 1.2% | |
| Fidelity Freedom Index 2065 B Fund " | — | — | — | $634K | 1.1% | |
| FID FRDM INX 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $634K | 1.1% | |
| Fidelity International Index Fund " | — | — | — | $561K | 1.0% | |
| Fidelity Small Cap Index Fund " | — | — | — | $509K | 0.9% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $494K | 0.9% | |
| American Funds EuroPacific Growth R6 Fund " | — | — | — | $331K | 0.6% | |
| Fidelity Freedom Index Income B Fund " | — | — | — | $286K | 0.5% | |
| FID FRDM INX INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $286K | 0.5% | |
| American Beacon Small Cap Value R5 Fund " | — | — | — | $260K | 0.4% | |
| Fidelity Freedom Index 2015 B Fund " | — | — | — | $240K | 0.4% | |
| FID FRDM INX 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $240K | 0.4% | |
| PGIM TOT RET BOND LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $199K | 0.3% | |
| PIMCO Income Institutional Fund Mutual fund | — | — | — | $171K | 0.3% | |
| Fidelity Short-Term Bond Index Fund " | — | — | — | $115K | 0.2% | |
| Invesco Developing Markets R6 Fund " | — | — | — | $64K | 0.1% | |
| PIMCO All Asset Institutional Fund " | — | — | — | $5K | <0.1% |
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