Plan Ledger DOL Form 5500 · updated monthly

Altus Consulting Corporation401(k)

ALTUS CONSULTING CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST · UPPERVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Altus Consulting Corporation reported $82,936 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $29,095 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 fell from 0.26% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 583rd-largest of 2,266 plans among Virginia employers on file, and the 3,289th of 11,654 in professional & technical services. In 2024, the employer put in $1.61 for every $1.00 employees contributed themselves; active participation has shrunk from 102 to 87 since 2022.

Plan summary
Net assets, end of year$40,162,290
Participants with balances125
Active participants87
Employer contributions$2,531,253
Employee contributions$1,571,410
Employer contribution per active participant$29,095
Average account balance$321,298
Benefits paid to participants$2,717,985
Plan auditUnmodified (clean) audit opinion
AuditorEDUARDO FADHEL-CASTELLVI, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$40.2M · 125 accts · $2.5M emplr
2023$33.0M · 137 accts · $3.0M emplr
2022$24.7M · 133 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,594
Investment management$80,342
Total administrative$82,936
The Altus Consulting Corporation 401(k) match · 2024
Employer contribution per active participant$29,095
Median for plans this size$2,416
2024$29,095 per active participant
2023$29,622 per active participant
2022$29,072 per active participant

Altus Consulting Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$52,867
EMPOWER ADVISORY GROUP, LLC · Investment management$27,475

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$82,936 · 0.23%
2023$61,178 · 0.21%
2022$65,633 · 0.26%
Similar plansProfessional & Technical Services · Virginia
Computer Systems Center Inc VA$41.4M · 0.10%
Falconwood, Inc. VA$41.0M · 0.21%
Solerity, Inc. VA$41.0M · 0.30%
Procentrix, LLC VA$40.7M · 0.47%
Technomics, Inc. VA$39.9M · 0.01%
T-Solutions, Inc. VA$39.8M · 0.36%
Axiologic Solutions, LLC VA$39.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223871087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.