Original filing (PDF)20230623093534NAL0000576690001

ALTUS RESEARCH, INC.

Name: ALTUS RESEARCH, INC. — ALTUS RESEARCH, INC.401(K) PLAN, Form 5500 (2022)
Creator: ALTUS RESEARCH, INC.

Form 5500-SF

FILING_RECEIVED

ALTUS RESEARCH, INC.401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTUS RESEARCH, INC..

Plan sponsor

Name

ALTUS RESEARCH, INC.

EIN

20-8786784

Address

4671 S CONGRESS AVENUE · SUITE 100B · LAKE WORTH, FL · 33461

Phone

(561) 641-0404

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

62-1874769

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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