How big is Alterra Real Estate Advisors, LLC's plan?

Alterra Real Estate Advisors, LLC's plan reported $2.8M in assets and 10 participants for 2024.

Original filing (PDF)20251013113518NAL0001842976001

Alterra Real Estate Advisors, LLC

Name: Alterra Real Estate Advisors, LLC — Alterra Real, Form 5500 (2024)
Creator: Alterra Real Estate Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alterra Real Estate Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Alterra Real Estate Advisors, LLC's Alterra Real Estate Advisors, LLC 401(k) Profit Sharing Plan held $2.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Alterra Real Estate Advisors, LLC's EIN is 31-1713176.

EIN 31-1713176

Plan number 001

Plan year 2024

ACK ID 20251013113518NAL0001842976001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alterra Real Estate Advisors, 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 REAL ESTATE ADVISORS, 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

Helping the score