How big is Altos Associates, Ltd.'s plan?

Altos Associates, Ltd.'s plan reported $859K in assets and 4 participants for 2024.

Original filing (PDF)20251014133009NAL0002890369003

Altos Associates, Ltd.

Name: Altos Associates, Ltd. — Altos Associates, Ltd., Form 5500 (2024)
Creator: Altos Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Altos Associates, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Altos Associates, Ltd.'s Altos Associates, Ltd. 401(k) Profit Sharing Plan held $859K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$859K

Net assets (EOY)

$859K

People on this filing

Molly ROBY signed Altos Associates, Ltd.'s 2024 Form 5500 as plan administrator.

Molly ROBY — Plan Administrator — Form 5500 signer
Sean Kelly — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Altos Associates, Ltd.'s EIN is 93-1036412.

EIN 93-1036412

Plan number 001

Plan year 2024

ACK ID 20251014133009NAL0002890369003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Altos Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Altos Associates, Ltd.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTOS ASSOCIATES, LTD..

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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