Original filing (PDF)20250625083558NAL0007921057001

ALTRINSIC GLOBAL ADVISORS, LLC

Name: ALTRINSIC GLOBAL ADVISORS, LLC — ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ALTRINSIC GLOBAL ADVISORS, LLC

Form 5500-SF

FILING_RECEIVED

ALTRINSIC GLOBAL ADVISORS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$25.3M

Net assets (EOY)

$25.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTRINSIC GLOBAL ADVISORS, LLC.

Plan sponsor

Name

ALTRINSIC GLOBAL ADVISORS, LLC

EIN

30-0016268

Address

300 FIRST STAMFORD PLACE, SUITE 750 · STAMFORD, CT · 06902

Phone

(203) 661-0030

Industry

Finance & Insurancesee 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

2025-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 providers

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