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ALTA FINANCIAL SERVICES

EIN 56-0651951-Real Estate and Rental and Leasing-Latest filing 2025
Plans
1
Retirement
1
$180K assets
Welfare
0
Participants
6
6700 FAIRVIEW RD STE 300 - CHARLOTTE, NC 282103324704-367-7310
Plans on this EIN
1 filing
#001401k-$180K - 6 part

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Retirement#001

ALTA FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$180K
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ALTA FINANCIAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST401k$180K62025
Retirement plans
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