How big is Alteri Wealth LLC's plan?

Alteri Wealth LLC's plan reported $1.4M in assets and 7 participants for 2024.

Original filing (PDF)20250610190806NAL0044534098001

Alteri Wealth LLC

Name: Alteri Wealth LLC — Alteri Wealth LLC 401(k) Plan, Form 5500 (2024)
Creator: Alteri Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Alteri Wealth LLC 401(k) Plan

401(k) retirement plan · Alteri Wealth LLC's Alteri Wealth LLC 401(k) Plan held $1.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Shirley Horner signed Alteri Wealth LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Alteri Wealth LLC's EIN is 99-3233655.

EIN 99-3233655

Plan number 001

Plan year 2024

ACK ID 20250610190806NAL0044534098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Alteri Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Alteri Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTERI WEALTH 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

Knocking points off