How big is Los Altos Financial Group's plan?

Los Altos Financial Group's plan reported $156K in assets and 2 participants for 2025.

Original filing (PDF)20260423220946NAL0002765203040

Los Altos Financial Group

Name: Los Altos Financial Group — Los Altos Financial, Form 5500 (2025)
Creator: Los Altos Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Los Altos Financial Group 401(k) Plan

401(k) retirement plan · Los Altos Financial Group's Los Altos Financial Group 401(k) Plan held $156K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

Plan identifiers

Los Altos Financial Group's EIN is 33-1074677.

EIN 33-1074677

Plan number 001

Plan year 2025

ACK ID 20260423220946NAL0002765203040

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Los Altos Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Los Altos Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOS ALTOS FINANCIAL GROUP.

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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

Knocking points off