Original filing (PDF)20250422221640NAL0002775011010

ALTIMA ADVISORS/ATTORNEYS LLC

Name: ALTIMA ADVISORS/ATTORNEYS LLC — ALTIMA ADVISORS/ATTORNEYS 401(K) PLAN, Form 5500 (2024)
Creator: ALTIMA ADVISORS/ATTORNEYS LLC

Form 5500-SF

FILING_RECEIVED

ALTIMA ADVISORS/ATTORNEYS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

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 average account balance (86th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTIMA ADVISORS/ATTORNEYS LLC.

Plan sponsor

Name

ALTIMA ADVISORS/ATTORNEYS LLC

EIN

86-1243748all filings

Address

ONE LIBERTY PLACE · 55TH FLOOR · PHILADELPHIA, PA · 19103

Phone

(215) 268-7525

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

Related plans

Similar-size Law Offices plans

RODRIGUEZ PORTER, LTD.

RODRIGUEZ PORTER, LTD. 401(K) PLAN

$180K · 6 participants

SWIATEK INC.

SWIATEK INC. 401(K) PLAN

$180K · 35 participants

STEUER, ESCOVAR & COLEMAN CO., LPA

STEUER, ESCOVAR & COLEMAN CO., LPA 401K PLAN

$180K · 2 participants

YATES ANDERSON LLC

YATES ANDERSON LLC 401(K) PLAN

$180K · 4 participants

WILLIAM L. WALKER, ATTORNEY AT LAW, INC.

WILLIAM L. WALKER, ATTORNEY AT LAW, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$180K · 10 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.