Plan Snapshot
- Plan Sponsor: Altus Group U.S., INC.
- Sponsor EIN: 980602321
- Sponsor Address: 10497 TOWN AND COUNTRY WAY, HOUSTON, TX, 77024
- Plan Type: 401(k)
- Total Participants: 764
- Total Assets: $96.8M
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 | 764 | $96.8M | $3.2M | $8.1M |
| 2023 | 834 | $80.8M | $2.9M | $8.0M |
| 2022 | 764 | $62.6M | $3.0M | $7.3M |
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 |
|---|---|---|---|---|
| WEINSTEIN SPIRA & COMPANY | Auditor | — | — | $0 |
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 | $163,260 | $152,447 | $1,200 | — | — |
| 2023 | $148,959 | $133,705 | $300 | — | — |
| 2022 | $146,110 | — | — | — | — |