Plan Snapshot
- Plan Sponsor: Altitude Energy Partners
- Sponsor EIN: 474261736
- Sponsor Address: PO BOX 52010, CASPER, WY, 82605
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $4.4M
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 | 134 | $4.4M | $362,222 | $1.1M |
| 2023 | 114 | $2.9M | $310,511 | $861,990 |
| 2022 | 88 | $1.6M | $0 | $687,431 |
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 |
|---|---|---|---|---|
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY 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 | $10,102 | $6,937 | $3,165 | — | — |
| 2023 | $8,335 | $5,140 | $3,195 | — | — |
| 2022 | $12,541 | $9,106 | $3,435 | — | — |