How big is Altaviz, LLC's plan?

Altaviz, LLC's plan reported $3.2M in assets and 36 participants for 2024.

Original filing (PDF)20250702184908NAL0019251200001

Altaviz, LLC

Name: Altaviz, LLC — Altaviz 401(k) Plan, Form 5500 (2024)
Creator: Altaviz, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altaviz 401(k) Plan

401(k) retirement plan · Altaviz, LLC's Altaviz 401(k) Plan held $3.2M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Jack AULD signed Altaviz, LLC's 2024 Form 5500 as plan administrator.

Jack AULD — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Altaviz, LLC's EIN is 45-4642107.

EIN 45-4642107

Plan number 001

Plan year 2024

ACK ID 20250702184908NAL0019251200001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Altaviz, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ALTAVIZ, LLC

EIN

all filings

Address

13766 ALTON PARKWAY · SUITE 143 · IRVINE, CA · 92618

Phone

(949) 378-8143

Industry

Professional & Technical Services

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

2025-07-02

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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