How big is Altus Financial Group, LLC's plan?

Altus Financial Group, LLC's plan reported $135K in assets and 2 participants for 2024.

Original filing (PDF)20250729142201NAL0002932545001

Altus Financial Group, LLC

Name: Altus Financial Group, LLC — Altus Financial Group, Form 5500 (2024)
Creator: Altus Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altus Financial Group 401(k) Plan

401(k) retirement plan · Altus Financial Group, LLC's Altus Financial Group 401(k) Plan held $135K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$135K

Net assets (EOY)

$135K

Plan identifiers

Altus Financial Group, LLC's EIN is 81-0953720.

EIN 81-0953720

Plan number 001

Plan year 2024

ACK ID 20250729142201NAL0002932545001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTUS FINANCIAL GROUP, LLC.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

ALTUS FINANCIAL GROUP, LLC

EIN

all filings

Address

104 NORTH STATE STREET · CONCORD, NH · 03301

Phone

(603) 223-6726

Industry

Finance & Insurance

Plan administrator