Back to filter
Original filing (PDF)20250621055350NAL0002706819001
ALTAMAREA GROUP, LLC
Form 5500-SF
FILING_RECEIVED
ALTAMAREA GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
294
Accounts w/ balance
53
Plan assets (EOY)
$33K
Net assets (EOY)
$33K
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 18% as many balances as active participants — suggests many active employees aren't deferring.
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 ALTAMAREA GROUP, LLC.
Plan sponsor
Name
ALTAMAREA GROUP, LLC
EIN
27-1612501
Address
244 MADISON AVENUE #3830 · NEW YORK, NY · 10016
Phone
(347) 854-0158
Industry
Accommodation & Food Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-06-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 Accommodation & Food Services plans
PEPE'S MEXICAN RESTAURANT
PEPE'S MEXICAN RESTAURANT 401(K) PLAN
$33K · 27 participants
SCG VALENCIA LLC
SALT CREEK GRILLE 401(K) PLAN
$33K · 68 participants
WYNWORX LTD
WYNWORX LTD.
$33K · 39 participants
AU ENTERPRISE LLC
AU GROUP 401K PLAN
$33K · 24 participants
CHOLITA LINDA LLC
LOLITA HOLDINGS COMPANY 401(K) PLAN
$33K · 79 participants
3CP LLC
3CP 401(K) PLAN
$33K · 13 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B