How big is Altmeyer Financial Strategies LLC's plan?

Altmeyer Financial Strategies LLC's plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20251006210823NAL0006914464001

Altmeyer Financial Strategies LLC

Name: Altmeyer Financial Strategies LLC — Altmeyer Financi, Form 5500 (2024)
Creator: Altmeyer Financial Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altmeyer Financial Strategies LLC Cash Balance Plan

Defined-benefit pension plan · Altmeyer Financial Strategies LLC's Altmeyer Financial Strategies LLC Cash Balance Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Shelby Pierce signed Altmeyer Financial Strategies LLC's 2024 Form 5500 as plan administrator.

Shelby Pierce — 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

Altmeyer Financial Strategies LLC's EIN is 27-4396576.

EIN 27-4396576

Plan number 002

Plan year 2024

ACK ID 20251006210823NAL0006914464001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Altmeyer Financial Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Altmeyer Financial Strategies LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTMEYER FINANCIAL STRATEGIES 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score