How big is Alterra Services, LLC's plan?

Alterra Services, LLC's plan reported $776K in assets and 20 participants for 2024.

Original filing (PDF)20251010110734NAL0017733586001

Alterra Services, LLC

Name: Alterra Services, LLC — Alterra Services, LLC 401(k), Form 5500 (2024)
Creator: Alterra Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alterra Services, LLC 401(k) Plan

401(k) retirement plan · Alterra Services, LLC's Alterra Services, LLC 401(k) Plan held $776K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$776K

Net assets (EOY)

$776K

People on this filing

Richard Tatum signed Alterra Services, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Alterra Services, LLC's EIN is 27-0721405.

EIN 27-0721405

Plan number 001

Plan year 2024

ACK ID 20251010110734NAL0017733586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alterra Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alterra Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTERRA SERVICES, LLC.

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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

Knocking points off