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Original filing (PDF)20251013173042NAL0003829202001
ALTEK, INC.
Form 5500
FILING_RECEIVED
ALTEK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
156
Accounts w/ balance
159
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
15 pooled trusts
Schedule D
29 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTEK, INC..
Plan sponsor
Name
ALTEK, INC.
EIN
91-0957893
Address
22819 E APPLEWAY AVE · LIBERTY LAKE, WA · 99019
Phone
(509) 252-5736
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
2025-10-13
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)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D A DAVIDSON & CO INC | 81-0139474 | — | INVESTMENT ADVISORY | $24K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $25K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
15 direct securities · 15 pooled funds· $8.1M(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.
Common Collective Trust
$5.8M
14 holdings
Uncategorized
$1.8M
15 holdings
Pooled Separate Account
$458K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $1.8M | 23.9% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.3M | 16.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $707K | 9.3% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $569K | 7.5% | |
| Principal Life Insurance Company Principal Large Cap Growth I SA-Z | — | — | — | $458K | 6.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $458K | 6.0% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $442K | 5.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $368K | 4.8% | |
| JP Morgan JP Morgan Mid Cap Growth R6 FD | — | — | — | $281K | 3.7% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $275K | 3.6% | |
| Fidelity 500 Index Fund | — | — | — | $259K | 3.4% | |
| Brown Advisory Brown Adv SMCP GRWTH Inst FD | — | — | — | $154K | 2.0% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $120K | 1.6% | |
| Vanguard Group Vanguard TTL Intl STK IND ADM FD | — | — | — | $119K | 1.6% | |
| Janus Henderson Janus Henderson Balanced N | — | — | — | $113K | 1.5% | |
| Vanguard Group Vanguard SM Cap Index ADM FD | — | — | — | $112K | 1.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $77K | 1.0% | |
| Participants Participant Loans Rates at 4.25% to 10.50% - | — | — | — | $75K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $74K | 1.0% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $73K | 1.0% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund | — | — | — | $51K | 0.7% | |
| PGIM Investments PGIM Total Ret Bond R6 FD | — | — | — | $44K | 0.6% | |
| T. Rowe Price T. Rowe Price EO Inc I Fund | — | — | — | $43K | 0.6% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value I FD | — | — | — | $35K | 0.5% | |
| American Funds American Funds Euro Pacific Growth R6 FD | — | — | — | $27K | 0.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $12K | 0.2% | |
| Vanguard Group Vanguard Mid Cap Index ADM FD | — | — | — | $10K | 0.1% | |
| Vanguard Group Vanguard TTL BD MKT INX ADM FD | — | — | — | $5K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $1K | <0.1% |
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