Vanessa Urrego signed Altamira-US, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Altamira-US, LLC's EIN is 47-1264544.
Download the official 2024 Form 5500 (PDF) for Altamira-US, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altamira-US, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTERCONTINENTAL WEALTH ADVISORS LL | 74-2847983 | — | INVESTMENT/FINANCIAL ADVI | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA 2040 TARG RET INC - INST | Registered Investment Companies | — | — | $1.0M | 17.0% | |
| DFA 2025 TARG RET INC - INST | Registered Investment Companies | — | — | $908K | 15.3% | |
| DFA 2030 TARG RET INC - INST | Registered Investment Companies | — | — | $826K | 13.9% | |
| DFA 2035 TARG RET INC - INST | Registered Investment Companies | — | — | $597K | 10.1% | |
| DFA US LARGE CO FUND I | Registered Investment Companies | — | — | $542K | 9.1% | |
| DFA 2055 TARG RET INC - INST | Registered Investment Companies | — | — | $344K | 5.8% | |
| DFA 2050 TARG RET INC - INST | Registered Investment Companies | — | — | $328K | 5.5% | |
| DFA 2060 TARG RET INC - INST | Registered Investment Companies | — | — | $233K | 3.9% | |
| DFA 2045 TARG RET INC - INST | Registered Investment Companies | — | — | $215K | 3.6% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $206K | 3.5% | |
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $114K | 1.9% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $108K | 1.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $91K | 1.5% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $82K | 1.4% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $82K | 1.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $71K | 1.2% | |
| DFA INTL VALUE PORT INST | Registered Investment Companies | — | — | $53K | 0.9% | |
| DFA INVESTMENT GRADE PORT INST | Registered Investment Companies | — | — | $20K | 0.3% | |
| DFA LARGE CAP INTL PORT INST 420 REGISTERED INVESTMENT COMPANY VICTORY SHORT-TERM BOND R6 | Registered Investment Companies | — | — | $17K | 0.3% | |
| DFA 2015 TARG RET INC - INST | Registered Investment Companies | — | — | $16K | 0.3% | |
| DFA 2020 TARG RET INC - INST | Registered Investment Companies | — | — | $11K | 0.2% | |
| MFS BLNDRSCHMC EQR6 | Registered Investment Companies | — | — | $9K | 0.2% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALVETTI FERGUSON, PC | 13-4255527 | — | ACCOUNTANT | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORIENT HOLDINGS INC | 35-2679129 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
