Original filing (PDF)20250717140758NAL0000430977001

ALTA SENIOR LIVING

Name: ALTA SENIOR LIVING — ALTA SENIOR LIVING 401(K) PLAN, Form 5500 (2024)
Creator: ALTA SENIOR LIVING

Form 5500-SF

FILING_RECEIVED

ALTA SENIOR LIVING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$279K

Net assets (EOY)

$279K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTA SENIOR LIVING.

Plan sponsor

Name

ALTA SENIOR LIVING

EIN

86-2259064

Address

635 US HWY 1 UNIT 1 · NORTH PALM BEACH, FL · 33408

Phone

(954) 655-2523

Industry

Health Care & Social Assistancesee all

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

2025-07-17

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

MAINE-LY ELDER CARE

MAINE-LY ELDER CARE 401(K) PLAN

$279K · 73 participants

AATHOME PEDIATRIC NURSING TEAM

AATHOME PEDIATRIC NURSING TEAM 401(K) PROFIT SHARING PLAN & TRUST

$278K · 9 participants

RED CIRCLE LODGE INC

RED CIRCLE LODGE

$279K · 67 participants

ST. MARGARET'S FOUNDATION

ST. MARGARET'S DAUGHTERS 403(B) PLAN

$278K · 250 participants

NEW HEIGHTS INC.

CARE NETWORK 401(K) PLAN

$280K · 42 participants