2023 Form 5500 filing — Altus Group 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240815103704NAL0013056289001) for Altus Group 401(K) Plan, reported by Altus Group U.S., Inc. under EIN 98-0602321 and plan number 002. It reports 1,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240815103704NAL0013056289001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Altus Group U.S., Inc.
- EIN
- 98-0602321
- Plan number
- 002
- Location
- Houston, TX
- Participants
- 1,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $80,781,714
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $80,781,714
- Employer contributions
- $2,864,949
- Participant contributions
- $8,044,100
- Total income / additions
- $24,179,511
- Benefits paid
- $5,831,557
- Administrative expenses
- $148,959
- Total expenses
- $5,993,066
- Net increase / (decrease)
- $18,186,445
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $133,705 | not reported in the loaded dataset |
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $15,254 | $0 |