Original filing (PDF)20250205165708NAL0019675954001

ALTUS WELL EXPERTS, INC.

Name: ALTUS WELL EXPERTS, INC. — ALTUS WELL EXPERTS, INC. 401(K) PLAN, Form 5500 (2023)
Creator: ALTUS WELL EXPERTS, INC.

Form 5500-SF

FILING_RECEIVED

ALTUS WELL EXPERTS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 ALTUS WELL EXPERTS, INC..

Plan sponsor

Name

ALTUS WELL EXPERTS, INC.

EIN

76-0700125

Address

27102 SKIERS CROSSING DRIVE · KATY, TX · 77493

Phone

(713) 436-2700

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-02-05

Pension benefit codes

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)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

OTC, INC.

OHIO TECHNOLOGY CLEARINGHOUSE 401(K) PLAN

$2.0M · 19 participants

EXPRESS TECHNOLOGIES INC.

EXPRESS-TEK 401(K) PLAN

$2.0M · 68 participants

MOTUS LLC

MOTUS LLC 401(K) PROFIT SHARING PLAN & TRUST

$2.0M · 30 participants

BA ENGINEERING, INC.

BA ENGINEERING, INC. 401(K) PROFIT SHARING PLAN

$2.0M · 4 participants

HYALITE ENGINEERS, PLLC

HYALITE ENGINEERS, PLLC 401K RETIREMENT PLAN

$2.0M · 18 participants