Plan Snapshot
- Plan Sponsor: Alta Resources Corp.
- Sponsor EIN: 391830026
- Sponsor Address: 120 N COMMERCIAL, NEENAH, WI, 54956
- Plan Type: 401(k)
- Total Participants: 1,833
- Total Assets: $66.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,833 | $66.3M | $1.8M | $4.5M |
| 2023 | 1,997 | $62.2M | $1.7M | $4.5M |
| 2022 | 2,087 | $52.6M | $1.5M | $4.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $295,702 | $186,724 | — | — | — |
| 2023 | $260,976 | $159,581 | — | — | — |
| 2022 | $252,856 | $196,221 | — | — | — |