Original filing (PDF)20230829143855NAL0010405234001

ALTA ZERO CAPITAL LP

Name: ALTA ZERO CAPITAL LP — ALTA ZERO CAPITAL LP 401K, Form 5500 (2022)
Creator: ALTA ZERO CAPITAL LP

Form 5500-SF

FILING_RECEIVED

ALTA ZERO CAPITAL LP 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTA ZERO CAPITAL LP.

Plan sponsor

Name

ALTA ZERO CAPITAL LP

EIN

85-2090812

Address

101 WARREN STREET · 1410 · NEW YORK, NY · 10007

Phone

(917) 544-8811

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-31

Filed

2023-08-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LOWELL BLAKE & ASSOCIATES, INC.

FINAL LOWELL, BLAKE & ASSOCIATES, INCORPORATED RETIREMENT PLAN AND 401(K) PLAN

LIPPERT/HEILSHORN & ASSOCIATES, INC.

LIPPERT/HEILSHORN 401(K) & PROFIT SHARING PLAN

GALTERE INC.

GALTERE INC. 401(K) PLAN

JEFFREY A SCALES

JEFFREY A SCALES 401(K) PROFIT SHARING PLAN AND TRUST

FIRST FINANCIAL STRATEGIES, LLC

FIRST FINANCIAL STRATEGIES, LLC 401(K) PLAN