How big is Altegris Advisors, LLC's plan?

Altegris Advisors, LLC's plan reported $3.9M in assets and 34 participants for 2024.

Original filing (PDF)20250714120918NAL0000853667001

Altegris Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Altegris Advisors, LLC 401(k) Plan

401(k) retirement plan · Altegris Advisors, LLC's Altegris Advisors, LLC 401(k) Plan held $3.9M in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Elizabeth Strong signed Altegris Advisors, LLC's 2024 Form 5500 as plan administrator.

Elizabeth Strong — 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

Altegris Advisors, LLC's EIN is 85-1301117.

EIN 85-1301117

Plan number 001

Plan year 2024

ACK ID 20250714120918NAL0000853667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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