Original filing (PDF)20250723130615NAL0004151345001

ALTUM CAPITAL MANAGEMENT, LLC

Name: ALTUM CAPITAL MANAGEMENT, LLC — ALTUM CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ALTUM CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

ALTUM CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

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 ALTUM CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

ALTUM CAPITAL MANAGEMENT, LLC

EIN

45-1659366

Address

681 FIFTH AVENUE · 15TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 317-4000

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

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

WADDELL & ASSOCIATES, LLC

WADDELL & ASSOCIATES, LLC PROFIT SHARING PLAN

$7.4M · 22 participants

MAKROD INVESTMENT ASSOCIATES INC.

MAKROD INVESTMENT ASSOCIATES INC. PENSION PLAN

$7.4M · 5 participants

A.N. CULBERTSON & COMPANY, INC.

A.N. CULBERTSON & COMPANY, INC. PROFIT SHARING PLAN

$7.4M · 6 participants

PFINGSTEN PARTNERS, LLC

PFINGSTEN PARTNERS 401(K) PLAN

$7.4M · 18 participants

STONEBRIDGE CAPITAL ADVISORS LLC

STONEBRIDGE CAPITAL ADVISORS RETIREMENT PLAN