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Sponsor portfolio

ALTURA, LLC

EIN 33-0920460-hospital & health care-Latest filing 2024
Plans
2
Retirement
2
$3.0M assets
Welfare
0
Participants
46
27201 PUERTA REAL, SUITE 300 - MISSION VIEJO, CA 92691949-716-6100alturastudies.comLinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#001TraditionalDB-$2.1M - 24 part#002401k-$968K - 22 part

Retirement portfolio analytics

2 plans aggregated / $3.0M assets / 46 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • DEFINED BENEFIT PENSION (#001)68%
  • ALTURA, LLC 401(K) (#002)32%
Total $3.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PENSION (#001)24
  • ALTURA, LLC 401(K) (#002)22
Total 46Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ALTURA, LLC DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$2.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

ALTURA, LLC 401(K) PLAN

401k

Assets$968K
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ALTURA, LLC DEFINED BENEFIT PENSION PLANTraditionalDB$2.1M242024
002ALTURA, LLC 401(K) PLAN401k$968K222024
Retirement plans
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