How big is Altman, Rogers & Co.'s plan?

Altman, Rogers & Co.'s plan reported $9.2M in assets and 63 participants for 2024.

Original filing (PDF)20250611123833NAL0027191008001

Altman, Rogers & Co.

Name: Altman, Rogers & Co. — Altman, Rogers & Co. 401 (K), Form 5500 (2024)
Creator: Altman, Rogers & Co.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altman, Rogers & Co. 401 (K) Profit Sharing Plan

401(k) retirement plan · Altman, Rogers & Co.'s Altman, Rogers & Co. 401 (K) Profit Sharing Plan held $9.2M in plan assets for 63 participants in 2024.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$9.2M

Net assets (EOY)

$9.2M

Plan identifiers

Altman, Rogers & Co.'s EIN is 92-0143182.

EIN 92-0143182

Plan number 001

Plan year 2024

ACK ID 20250611123833NAL0027191008001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Altman, Rogers & Co. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Altman, Rogers & Co.'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 ALTMAN, ROGERS & CO..

Finding similar companies…

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 (87th percentile).

Plan sponsor

Name

ALTMAN, ROGERS & CO.

EIN

all filings

Address

3000 C STREET, · SUITE 201 · ANCHORAGE, AK · 99503

Phone

(907) 644-0222

Industry

CPA Offices· Professional & Technical Services

Plan administrator