Plan Snapshot
- Plan Sponsor: Alturas, LLC
- Sponsor EIN: 261185288
- Sponsor Address: 500 E. SHORE DRIVE, SUITE 120, EAGLE, ID, 83616
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $8.0M
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 | 250 | $8.0M | $466,485 | $770,548 |
| 2023 | 207 | $6.6M | $360,826 | $608,242 |
| 2022 | 176 | $5.0M | $387,649 | $574,035 |
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 | $7,426 | — | $3,100 | — | — |
| 2023 | $3,095 | — | $3,095 | — | — |
| 2022 | $2,615 | — | $2,615 | — | — |