How big is Altrius Capital Management, Inc.'s plan?

Altrius Capital Management, Inc.'s plan reported $4.3M in assets and 14 participants for 2025.

Original filing (PDF)20260325161329NAL0004503105001

Altrius Capital Management, Inc.

Name: Altrius Capital Management, Inc. — Altrius Capital, Form 5500 (2025)
Creator: Altrius Capital Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altrius Capital Management Retirement Plan

401(k) retirement plan · Altrius Capital Management, Inc.'s Altrius Capital Management Retirement Plan held $4.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Altrius Capital Management, Inc.'s EIN is 56-2214376.

EIN 56-2214376

Plan number 001

Plan year 2025

ACK ID 20260325161329NAL0004503105001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Altrius Capital Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Altrius Capital Management, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTRIUS CAPITAL MANAGEMENT, INC..

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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