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Original filing (PDF)20250806085903NAL0001622787001
ALTUS GROUP U.S., INC.
Form 5500
FILING_RECEIVED
ALTUS GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
764
Accounts w/ balance
1,021
Plan assets (EOY)
$96.8M
Net assets (EOY)
$96.8M
How this plan invests
This plan
1 pooled trust
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 ALTUS GROUP U.S., INC..
Plan sponsor
Name
ALTUS GROUP U.S., INC.
EIN
98-0602321
Address
10497 TOWN AND COUNTRY WAY · SUITE 600A · HOUSTON, TX · 77024
Phone
(248) 266-8325
Industry
Professional & Technical Servicessee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-06
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
WEINSTEIN SPIRA & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $111K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $41K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $11K | — |
Investments
27 direct securities · 1 pooled fund· $96.8M(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
$96.0M
27 holdings
Common Collective Trust
$785K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity® 500 Index Fund | — | — | — | $19.4M | 20.0% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2055 Fund | — | — | — | $7.6M | 7.8% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2050 Fund | — | — | — | $6.7M | 6.9% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2045 Fund | — | — | — | $5.7M | 5.9% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2035 Fund | — | — | — | $5.6M | 5.7% | |
| MFS Investment Management MFS Growth Fund | — | — | — | $5.6M | 5.7% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2030 Fund | — | — | — | $4.8M | 5.0% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2040 Fund | — | — | — | $4.5M | 4.7% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2060 Fund | — | — | — | $4.5M | 4.6% | |
| JPMorgan Asset Management JPMorgan Mid Cap Growth Fund | — | — | — | $4.4M | 4.5% | |
| Fidelity Investments Fidelity® Government Money Market Fund | — | — | — | $4.1M | 4.2% | |
| Columbia Funds Columbia Dividend Income Fund | — | — | — | $3.9M | 4.0% | |
| Fidelity Investments Fidelity® Mid Cap Index Fund | — | — | — | $3.6M | 3.7% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2025 Fund | — | — | — | $2.4M | 2.4% | |
| Janus Capital Management LLC Janus Henderson Balanced Fund | — | — | — | $1.9M | 2.0% | |
| Columbia Funds Columbia Overseas Value Fund | — | — | — | $1.8M | 1.9% | |
| JPMorgan Asset Management JPMorgan US Small Company Fund | — | — | — | $1.7M | 1.8% | |
| Allspring Funds Management, LLC Allspring Special Mid Cap Value Fund | — | — | — | $1.6M | 1.7% | |
| Principal Global Investors, LLC Principal SmallCap Growth Fund | — | — | — | $1.4M | 1.5% | |
| JPMorgan Asset Management JPMorgan SmartRetirement 2020 Fund | — | — | — | $1.1M | 1.1% | |
| PGIM Investments Inc. PGIM High Yield Fund | — | — | — | $853K | 0.9% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $785K | 0.8% | |
| due at various dates through September 2032 | — | — | — | $738K | 0.8% | |
| Allspring Funds Management, LLC Allspring Small Company Value Fund | — | — | — | $737K | 0.8% | |
| John Hancock Asset Management JHancock Bond Fund | — | — | — | $714K | 0.7% | |
| JPMorgan Asset Management JPMorgan SmartRetirement Income Fund | — | — | — | $535K | 0.6% | |
| American Funds American Funds U.S. Government Securities Fund | — | — | — | $330K | 0.3% | |
| Fidelity Investments Fidelity® Inflation-Protected Bond Index Fund | — | — | — | $35K | <0.1% |
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