Plan Ledger DOL Form 5500 · updated monthly

Altus Group U.S., Inc.401(k)

ALTUS GROUP 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Altus Group U.S., Inc. reported $163,260 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $4,200 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 0.22% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 668th-largest of 5,688 plans among Texas employers on file, and the 1,560th of 11,654 in professional & technical services. In 2024, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$96,798,496
Participants with balances1,021
Active participants764
Employer contributions$3,208,558
Employee contributions$8,141,886
Employer contribution per active participant$4,200
Average account balance$94,808
Benefits paid to participants$8,466,725
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN SPIRA & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$96.8M · 1,021 accts · $3.2M emplr
2023$80.8M · 1,037 accts · $2.9M emplr
2022$62.6M · 976 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,813
Investment management$152,447
Total administrative$163,260
The Altus Group U.S., Inc. 401(k) match · 2024
Employer contribution per active participant$4,200
Median for plans this size$3,635
2024$4,200 per active participant
2023$3,435 per active participant
2022$3,914 per active participant

Altus Group U.S., Inc.'s 2024 employer contribution ran above the $3,635 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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$110,962
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$41,485
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)$10,813

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$163,260 · 0.18%
2023$148,959 · 0.21%
2022$146,110 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Texas
Workrise Technologies, Inc. TX$99.2M · 0.31%
Dccm, LLC TX$99.1M · 0.21%
Bazaarvoice, Inc. TX$98.6M · 0.03%
Bonterra, LLC TX$98.2M · 0.18%
QUIDDITY-1, Inc. TX$89.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980602321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.