How big is Altman Advisors' plan?

Altman Advisors' plan reported $1.7M in assets and 7 participants for 2024.

Original filing (PDF)20251015083415NAL0002111155002

Altman Advisors

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

Form 5500-SF

FILING_RECEIVED

Altman Advisors 401(k) Plan

401(k) retirement plan · Altman Advisors' Altman Advisors 401(k) Plan held $1.7M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Altman Advisors' EIN is 81-3128190.

EIN 81-3128190

Plan number 001

Plan year 2024

ACK ID 20251015083415NAL0002111155002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Altman Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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