Alta Planning & Design, Inc. 401(k) Plan (terminated 2024): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2024, when $17.4 million was transferred out of the plan. Assets moved to the TRILON GROUP RETIREMENT SAVINGS PLAN (sponsored by TRILON GROUP HOLDINGS, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Alta Planning & Design, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2024 filing.
Alta Planning & Design, Inc. 401(k) Plan Facts (plan year 2024)
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Sep 13, 2024), filed May 7, 2025. Public filing with the U.S. Department of Labor.
How the Alta Planning & Design, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 299 | $10.4 million | $525,277 | $1.02 million |
| 2020 | 307 | $13.6 million | $547,628 | $609,137 |
| 2021 | 261 | $16.0 million | $536,275 | $1.44 million |
| 2022 | 269 | $14.1 million | $615,778 | $1.73 million |
| 2023 | 283 | $17.6 million | $666,357 | $1.30 million |
| 2024 (final) | 305 | $0 | $0 | $0 |
Alta Planning & Design, Inc. 401(k) Contact Information
Questions about the Alta Planning & Design, Inc. 401(k)
Is the Alta Planning & Design, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2024. Its assets were transferred to the TRILON GROUP RETIREMENT SAVINGS PLAN.
Does Alta Planning & Design, Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500.
Does the Alta Planning & Design, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Alta Planning & Design, Inc 401(k) plan?
305 participants at the start of plan year 2024.
Who manages the Alta Planning & Design, Inc 401(k) accounts?
Empower (listed on the filing as EMPOWER ANNUITY INS CO OF AMERICA) is the plan's recordkeeper, which is where participants log in to see their balance.