Plan Ledger DOL Form 5500 · updated monthly

Alturas, LLC401(k)

ALTURAS, LLC RETIREMENT TRUST · EAGLE, ID · plan year 2024

Reported admin expense ratio · 2024
0.10%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Alturas, LLC reported $7,426 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,866 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.05% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Idaho (192nd of 349), and 8,667th of 11,654 in professional & technical services. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has grown from 176 to 250 since 2022.

Plan summary
Net assets, end of year$8,049,069
Participants with balances156
Active participants250
Employer contributions$466,485
Employee contributions$770,548
Employer contribution per active participant$1,866
Average account balance$51,597
Benefits paid to participants$918,184
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 156 accts · $466K emplr
2023$6.6M · 149 accts · $361K emplr
2022$5.0M · 138 accts · $388K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,426
Total administrative$7,426
The Alturas, LLC 401(k) match · 2024
Employer contribution per active participant$1,866
Median for plans this size$1,313
2024$1,866 per active participant
2023$1,743 per active participant
2022$2,203 per active participant

Alturas, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$7,426 · 0.10%
2023$3,095 · 0.05%
2022$2,615 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Idaho
Keller Associates, Inc. ID$20.7M · 0.42%
Gravity Payments, Inc. ID$15.7M · 0.28%
Dc Engineering, Inc. ID$13.5M · 0.51%
Tackle.Io, Inc. ID$11.3M · 0.45%
Strata, Inc. ID$7.7M · 0.57%
Zennify, Inc. ID$7.5M · 0.61%
Whitewater Brands, Inc. ID$5.0M · 0.24%
Cri Advantage, Inc. ID$4.0M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261185288 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.