How big is Altman-Hall Associates' plan?

Altman-Hall Associates' plan reported $2.6M in assets and 4 participants for 2025.

Original filing (PDF)20260512122940NAL0013598002001

Altman-Hall Associates

Name: Altman-Hall Associates — Altman-Hall 401 K Savings, Form 5500 (2025)
Creator: Altman-Hall Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altman-Hall 401 K Savings Plan

401(k) retirement plan · Altman-Hall Associates' Altman-Hall 401 K Savings Plan held $2.6M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Altman-Hall Associates' EIN is 25-1027158.

EIN 25-1027158

Plan number 002

Plan year 2025

ACK ID 20260512122940NAL0013598002001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Altman-Hall Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Altman-Hall Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

ALTMAN-HALL ASSOCIATES

EIN

all filings

Address

235 WEST 7TH · ERIE, PA · 16501

Phone

(814) 454-3266

Industry

Professional & Technical Services

Plan administrator