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
87
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 (100th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTUM, LLP.
Plan sponsor
Name
ALTUM, LLP
EIN
82-3573719
Address
1225 PONCE DE LEON AVE SUITE GF-1 · SAN JUAN, PR · 00907
Phone
(408) 320-0260
Industry
CPA Offices· Professional & Technical Servicessee all
