Original filing (PDF)20250429220305NAL0001862064048

ALTA ARBOR SPONSOR LLC

Name: ALTA ARBOR SPONSOR LLC — ALTA ARBOR SPONSOR LLC 401(K) PLAN, Form 5500 (2024)
Creator: ALTA ARBOR SPONSOR LLC

Form 5500-SF

FILING_RECEIVED

ALTA ARBOR SPONSOR LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$15K

Net assets (EOY)

$15K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALTA ARBOR SPONSOR LLC.

Plan sponsor

Name

ALTA ARBOR SPONSOR LLC

EIN

99-4155515

Address

4514 COLE AVE · SUITE 325 · DALLAS, TX · 75205

Phone

(617) 631-4577

Industry

Finance & Insurancesee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MDG LEGACY ADVISORS, INC.

ALLEVITY, INC RETIREMENT SAVINGS PLAN

$15K · 2 participants

STATONWALSH LLC

STATONWALSH LLC RETIREMENT PLAN

$15K · 4 participants

ROBBINS FINANCIAL GROUP, LLC

ROBBINS FINANCIAL GROUP, LLC 401(K) PLAN

$15K · 8 participants

BRING IT BACK LLC

$15K · 14 participants

MALIAM LLC

MALIAM LLC 401(K) PLAN

$15K · 2 participants