# The Altman Companies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-altman-companies-llc-401k-plan

> The Altman Companies, LLC's 401(k) plan: 68 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Altman Companies, LLC

- **Sponsor EIN:** 832372693

- **Sponsor Address:** 1515 SOUTH FEDERAL HIGHWAY, BOCA RATON, FL, 33432

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

- **Total Participants:** 68

- **Total Assets:** $10.5M

## 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|68|$10.5M|$138,775|$837,272|

| 2023|63|$10.7M|$138,936|$1.0M|

| 2022|179|$10.1M|$95,312|$980,463|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$26,315|—|$26,315|

| NFP RETIREMENT INC|ADVISOR|$25,579|—|$25,579|

| BERKOWITZ POLLACK BRANT ADVISORS|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

- [NFP RETIREMENT INC](https://planprovider.pro/provider/accelerate-retirement) — ADVISOR

- [BERKOWITZ POLLACK BRANT ADVISORS](https://planprovider.pro/provider/berkowitz-pollack-brant) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,894

- **Estimated Expense Ratio:** 0.494% 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|$51,894|$25,579|—|—|—|

| 2023|$62,058|$26,362|—|—|—|

| 2022|$59,894|—|—|—|—|

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