# Alterra Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/alterra-advisors-llc-401k-plan

> Alterra Advisors, LLC's 401(k) plan: 12 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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