Sponsor portfolioTH

ALTEC INDUSTRIES, INC.

EIN 63-0362926machineryLatest filing 2024

Plans

Retirement

$1.04B assets

Welfare

$10.6M premiums

Participants

23,588

210 INVERNESS CENTER DRIVE - BIRMINGHAM, AL 35242205-991-7733LinkedIn1-10 employeesmachinery

Plans on this EIN

3 filings

#003401k-$986.4M - 11,954 part #001TraditionalDB-$57.1M - 949 part #507Mixed-$10.6M - 21,693 lives

Retirement portfolio analytics

2 plans aggregated / $1.04B assets / 12,903 participants

Assets by plan

Share of aggregate retirement assets

95%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

95%top

MERRILL LYNCH PIERCE FENNER & SMITH95%
(Not disclosed)5%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $10.6M premiums / 21,693 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Life$4.7M
Long-term disability$4.7M
Other$4.7M
Vision$1.3M

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

45%top

HARTFORD LIFE AND ACCIDENT45%
RELIASTAR LIFE INSURANCE COMPANY43%
VISION SERVICE PLAN13%
DELTA DENTAL OF CALIFORNIA0%

Broker market share

Schedule A broker compensation

Split broker

49%top

MCGRIFF INSURANCE SERVICES INC49%
HODGES-MACE BENEFITS GRP INC43%
OASIS SOFTWARE II, LLC7%
ALIGHT SOLUTIONS2%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#003

ALTEC, INC. RETIREMENT SAVINGS PLAN

401k

Assets$986.4M

Participants11,954

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#001