How big is Altaview Advisors LLC's plan?

Altaview Advisors LLC's plan reported $518K in assets and 18 participants for 2024.

Original filing (PDF)20250927110051NAL0011715568001

Altaview Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Altaview Advisors LLC 401(k) Plan

401(k) retirement plan · Altaview Advisors LLC's Altaview Advisors LLC 401(k) Plan held $518K in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

People on this filing

Kyle Vataha signed Altaview Advisors LLC's 2024 Form 5500 as plan administrator.

Kyle Vataha — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Altaview Advisors LLC's EIN is 83-0826368.

EIN 83-0826368

Plan number 001

Plan year 2024

ACK ID 20250927110051NAL0011715568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Altaview Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTAVIEW ADVISORS 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