Plan Snapshot
- Plan Sponsor: Alterra Advisors, LLC
- Sponsor EIN: 825419375
- Sponsor Address: 500 108TH AVE NE, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $1.6M
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 | 12 | $1.6M | $136,538 | $188,373 |
| 2023 | 14 | $1.1M | $125,233 | $177,696 |
| 2022 | 12 | $617,796 | $106,769 | $137,675 |