Original filing (PDF)20231128140735NAL0008412481001

ALTERRA REAL ESTATE ADVISORS

Name: ALTERRA REAL ESTATE ADVISORS — ALTERRA REAL ESTATE ADVISORS SOCA BENEFIT PLAN, Form 5500 (2022)
Creator: ALTERRA REAL ESTATE ADVISORS

Form 5500-SF

FILING_RECEIVED

ALTERRA REAL ESTATE ADVISORS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 ALTERRA REAL ESTATE ADVISORS.

Plan sponsor

Name

ALTERRA REAL ESTATE ADVISORS

EIN

31-1713176

Address

300 SPRUCE ST · STE 110 · COLUMBUS, OH · 43215

Phone

(614) 365-7847

Industry

Constructionsee all

Plan administrator

Name

MATT APPENZELLER

EIN

47-1277622

City

CINCINNATI, OH

Phone

(513) 452-5103

Plan characteristics

Plan number

501

Plan year

2022

Plan year begin

2022-05-01

Tax period

2023-04-30

Filed

2023-11-28

Welfare benefit codes

4A · Health (other than dental or vision)

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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