How big is Alta VIA Consulting, LLC's plan?

Alta VIA Consulting, LLC's plan reported $484K in assets and 7 participants for 2023.

Original filing (PDF)20241009182252NAL0032086416001

Alta VIA Consulting, LLC

Name: Alta VIA Consulting, LLC — Alta VIA Consulting, LLC, Form 5500 (2023)
Creator: Alta VIA Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alta VIA Consulting, LLC Profit Sharing Plan

401(k) retirement plan · Alta VIA Consulting, LLC's Alta VIA Consulting, LLC Profit Sharing Plan held $484K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$484K

Net assets (EOY)

$484K

People on this filing

Cailin Rogers signed Alta VIA Consulting, LLC's 2023 Form 5500 as plan administrator.

Cailin Rogers — 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

Alta VIA Consulting, LLC's EIN is 88-1495933.

EIN 88-1495933

Plan number 001

Plan year 2023

ACK ID 20241009182252NAL0032086416001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Alta VIA Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Alta VIA Consulting, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTA VIA CONSULTING, 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 (98th percentile).

Plan sponsor

Name

ALTA VIA CONSULTING, LLC

EIN

all filings

Address

700 NICOLLET AVENUE · MINNEAPOLIS, MN · 55402

Phone

(312) 815-5505

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator