Plan5500

Altus Group 401(K) Plan — Form 5500 plan (Altus Group U.S., Inc.)

Plain-English plan 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, Altus Group 401(K) Plan is a benefit plan reported by Altus Group U.S., Inc. under EIN 98-0602321 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,025 participants and $80,781,714 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Altus Group U.S., Inc.
EIN
98-0602321
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
Participants
1,025
End-of-year plan assets
$80,781,714

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,025H, C20240815103704NAL0013056289001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$80,781,714
Total liabilities (EOY)
$0
Net assets (EOY)
$80,781,714
Net assets (BOY)
$62,595,269

Income & contributions

Employer contributions
$2,864,949
Participant contributions
$8,044,100
Total contributions
$11,870,270
Total income / additions
$24,179,511

Expenses & distributions

Benefits paid
$5,831,557
Administrative expenses
$148,959
Total expenses
$5,993,066
Net increase / (decrease)
$18,186,445

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Global Retirement Partners LLCADVISOR$133,705not reported in the loaded dataset2023
Fidelity Workplace Services LLCPLAN ADMINISTRATOR$15,254$02023

Related Form 5500 pages