Back to filter
Original filing (PDF)20250722084728NAL0001060771001
ALTVIA SOLUTIONS, LLC
Form 5500-SF
FILING_RECEIVED
ALTVIA SOLUTIONS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
56
Accounts w/ balance
83
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTVIA SOLUTIONS, LLC.
Plan sponsor
Name
ALTVIA SOLUTIONS, LLC
EIN
01-0718123
Address
590 BURBANK STREET #220 · BROOMFIELD, CO · 80020
Phone
(720) 458-9084
Industry
Other Services (ex. Public Admin)see 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
2025-07-22
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
FUKUI MORTUARY, INC.
FUKUI MORTUARY, INC. PROFIT SHARING PLAN
$5.1M · 22 participants
DAVIDSON FUNERAL HOME, INCORPORATED
J. BRIGGS, INC. PROFIT SHARING PLAN
$5.0M · 32 participants
HALLIGAN-MCCABE-DEVRIES FUNERAL HOME, INC.
HALLIGAN-MCCABE-DEVRIES FUNERAL HOME, INC., PROFIT SHARING PLAN
$5.1M · 7 participants
A.J. DESMOND & SONS FUNERAL DIRECTORS, INC.
A.J. DESMOND & SONS FUNERAL DIRECTORS, INC. 401(K) PROFIT SHARING PLAN
$5.1M · 42 participants
NOLAN FUNERAL HOME
NOLAN FUNERAL HOME PROFIT SHARING PLAN
$5.2M · 8 participants
TUFTS-SCHILDMEYER FAMILY FUNERAL HOME
TUFTS-SCHILDMEYER FAMILY FUNERAL HOME 401K SAVINGS PLAN
$4.9M · 33 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B
