ALTA VISTA WEALTH MANAGEMENT, LLC DBA CHARTED WEALTH
Form 5500-SF
FILING_RECEIVED
CHARTED WEALTH 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$667K
Net assets (EOY)
$667K
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
86
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTA VISTA WEALTH MANAGEMENT, LLC DBA CHARTED WEALTH.
Plan sponsor
Name
ALTA VISTA WEALTH MANAGEMENT, LLC DBA CHARTED WEALTH
