How big is Altruistic's plan?

Altruistic's plan reported $32K in assets and 43 participants for 2024.

Original filing (PDF)20250721093938NAL0002651986001

Altruistic

Name: Altruistic — Altruistic 403(b) Plan, Form 5500 (2024)
Creator: Altruistic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altruistic 403(b) Plan

401(k) retirement plan · Altruistic's Altruistic 403(b) Plan held $32K in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$32K

Net assets (EOY)

$32K

People on this filing

Marcus Bowie signed Altruistic's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Altruistic's EIN is 83-2229980.

EIN 83-2229980

Plan number 001

Plan year 2024

ACK ID 20250721093938NAL0002651986001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Altruistic's plan includes profit-sharing, 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 ALTRUISTIC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

ALTRUISTIC

EIN

all filings

Address

10672 BAUCUM RD · WAXAHACHIE, TX · 75167

Phone

(214) 301-1143

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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