# Altium, INC. 401(k) Plan
Source: https://planprovider.pro/companies/altium-inc-401k-plan

> Altium, INC.'s 401(k) plan: 333 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Altium, INC.

- **Sponsor EIN:** 770192774

- **Sponsor Address:** 4225 EXECUTIVE SQUARE SUITE700, LA JOLLA, CA, 92037

- **Plan Type:** 401(k)

- **Total Participants:** 333

- **Total Assets:** $26.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|333|$26.0M|$768,031|$3.6M|

| 2023|318|$19.3M|$641,575|$2.8M|

| 2022|245|$13.4M|$478,823|$2.3M|

## 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|

| GLOBAL RETIREMENT PARTNERS LLC|ADVISOR|$51,588|—|$51,588|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$41,579|—|$41,579|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,250|—|$9,250|

| LEVITZACKS CPAS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LEVITZACKS CPAS, LLP](https://planprovider.pro/provider/levitzacks-cpas-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $102,417

- **Estimated Expense Ratio:** 0.394% of plan assets

### 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|$102,417|$60,838|—|—|—|

| 2023|$68,865|$43,147|—|—|—|

| 2022|$68,305|$4,314|—|—|—|

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