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Original filing (PDF)20251015160754NAL0005080113001
ALTURAS, LLC
Form 5500
FILING_RECEIVED
ALTURAS, LLC RETIREMENT TRUST
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
250
Accounts w/ balance
156
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral Mutual Fund N/A" is 26% of plan.
- 62% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (7 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTURAS, LLC.
Plan sponsor
Name
ALTURAS, LLC
EIN
26-1185288
Address
500 E. SHORE DRIVE, SUITE 120 · EAGLE, ID · 83616
Phone
(208) 391-4445
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
EIDE BAILLY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO OF AMERICA | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
Investments
28 direct securities · 1 pooled fund· $7.9M(98% 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
$7.8M
28 holdings
Common Collective Trust
$58K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Mutual Fund N/A | — | — | — | $2.1M | 25.8% | |
| DFA World ex US Core Equity Institutional Mutual Fund N/A | — | — | — | $1.2M | 15.4% | |
| DFA US Targeted Value I Mutual Fund N/A | — | — | — | $1.0M | 12.7% | |
| DFA US Large Cap Value I Mutual Fund N/A | — | — | — | $536K | 6.7% | |
| Vanguard Target Retirement 2030 Mutual Fund N/A | — | — | — | $442K | 5.5% | |
| Vanguard Target Retirement 2060 Mutual Fund N/A | — | — | — | $372K | 4.6% | |
| Vanguard Target Retirement 2045 Mutual Fund N/A | — | — | — | $370K | 4.6% | |
| Vanguard Target Retirement 2035 Mutual Fund N/A | — | — | — | $302K | 3.7% | |
| Vanguard Target Retirement 2055 Mutual Fund N/A | — | — | — | $294K | 3.7% | |
| Vanguard Target Retirement 2025 Mutual Fund N/A | — | — | — | $250K | 3.1% | |
| Vanguard Target Retirement 2065 Mutual Fund N/A | — | — | — | $200K | 2.5% | |
| Vanguard Target Retirement 2040 Mutual Fund N/A | — | — | — | $138K | 1.7% | |
| Vanguard Growth Index Admiral Mutual Fund N/A | — | — | — | $106K | 1.3% | |
| Vanguard Target Retirement Income Mutual Fund N/A | — | — | — | $98K | 1.2% | |
| Vanguard Large Cap Index Admiral Mutual Fund N/A | — | — | — | $81K | 1.0% | |
| Vanguard Target Retirement 2050 Mutual Fund N/A | — | — | — | $79K | 1.0% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $58K | 0.7% | |
| Notes receivable from participants Maturing 2025 - 2029 at interest rates of 4.50% - 9.50% | — | — | — | $52K | 0.6% | |
| Vanguard Short-Term Bond Index Admiral Mutual Fund N/A | — | — | — | $38K | 0.5% | |
| Vanguard Mid Cap Index Admiral Mutual Fund N/A | — | — | — | $32K | 0.4% | |
| Vanguard International Growth Admiral Mutual Fund N/A | — | — | — | $27K | 0.3% | |
| Vanguard Small Cap Index Admiral Mutual Fund N/A | — | — | — | $12K | 0.2% | |
| Vanguard Total International stock Index Admiral Mutual Fund N/A | — | — | — | $11K | 0.1% | |
| DFA US Small Cap Value I Mutual Fund N/A | — | — | — | $8K | 0.1% | |
| Vanguard Short-Term Investment-Grade Admiral Mutual Fund N/A | — | — | — | $8K | <0.1% | |
| Vanguard Real Estate Index Admiral Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| Vanguard Total Bond Market Index Admiral Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| Vanguard Mid-Cap Growth Index Admiral Mutual Fund N/A | — | — | — | $5K | <0.1% | |
| DFA International Core Equity Portfolio Institutional Class Mutual Fund N/A | — | — | — | $3K | <0.1% |
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