How big is Altmann and Associates, Inc.'s plan?

Altmann and Associates, Inc.'s plan reported $764K in assets and 13 participants for 2024.

Original filing (PDF)20250602002727NAL0006477043001

Altmann and Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Altmann and Associates, Inc. Safe Harbor 401(k) Profit Sharing Plan

401(k) retirement plan · Altmann and Associates, Inc.'s Altmann and Associates, Inc. Safe Harbor 401(k) Profit Sharing Plan held $764K in plan assets for 13 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$764K

Net assets (EOY)

$764K

People on this filing

Jeffery Altmann signed Altmann and Associates, Inc.'s 2024 Form 5500 as plan administrator.

Jeffery Altmann — 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

Altmann and Associates, Inc.'s EIN is 94-3186169.

EIN 94-3186169

Plan number 001

Plan year 2024

ACK ID 20250602002727NAL0006477043001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Altmann and Associates, Inc.'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 ALTMANN AND ASSOCIATES, INC..

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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

Knocking points off