How big is Altum Strategy Group, LLC's plan?

Altum Strategy Group, LLC's plan reported $591K in assets and 4 participants for 2024.

Original filing (PDF)20251013084142NAL0002106930001

Altum Strategy Group, LLC

Name: Altum Strategy Group, LLC — Altum Strategy Group, Form 5500 (2024)
Creator: Altum Strategy Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altum Strategy Group, LLC 401(k) Plan

401(k) retirement plan · Altum Strategy Group, LLC's Altum Strategy Group, LLC 401(k) Plan held $591K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

People on this filing

Matthew Gantner signed Altum Strategy Group, LLC's 2024 Form 5500 as plan administrator.

Matthew Gantner — 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

Altum Strategy Group, LLC's EIN is 84-2183148.

EIN 84-2183148

Plan number 001

Plan year 2024

ACK ID 20251013084142NAL0002106930001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Altum Strategy Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Altum Strategy Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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 (96th percentile).

Plan sponsor

Name

ALTUM STRATEGY GROUP, LLC

EIN

all filings

Address

1325 AVENUE OF THE AMERICAS, 28TH F · NEW YORK, NY · 10019

Phone

(610) 952-3230

Industry

Information / Tech / Media

Plan administrator