Altarum Institute 401(k) Plan: Login, Facts & Contact Information

Altarum Institute 401(k) Plan Facts

Plan name
ALTARUM INSTITUTE RETIREMENT & SAVINGS PLAN
Plan type
401(k) and profit sharing
Plan sponsor
ALTARUM INSTITUTE
Participants
661 (268 active employees)
Former employees with a balance
356
Plan assets
$79,897,307 at Dec 31, 2024
Average account balance
$128,867 across 620 accounts
Employer contributions
$1,234,300 in plan year 2024 (23% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jun 30, 1974
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $5.41 million went into the plan in contributions, $1.23 million of it from the employer (23%).
  • $11.5 million was paid out to participants.
  • Investment and other income added $10.9 million.
  • Administrative expenses were $109,680, about $177 per account.

How the Altarum Institute 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019746$66.7 million$1.73 million$4.76 million
2020662$75.5 million$1.49 million$6.30 million
2021641$84.0 million$1.67 million$7.55 million
2022660$67.3 million$1.32 million$8.21 million
2023663$75.2 million$1.45 million$9.35 million
2024661$79.9 million$1.23 million$11.5 million

Altarum Institute 401(k) Contact Information

Phone
734-302-4600
Mailing address
26200 TOWN CENTER DRIVE, SUITE 350, NOVI MI 48375
Plan sponsor
ALTARUM INSTITUTE
Employer identification number (EIN)
38-1983442
Plan number
003

Questions about the Altarum Institute 401(k)

Does Altarum Institute contribute to the 401(k)?

The plan does not report an employer matching arrangement on its Form 5500. It did report $1.23 million in employer contributions for plan year 2024.

Does the Altarum Institute 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Altarum Institute 401(k) plan?

661 participants at the start of plan year 2024, 268 of them active employees, and 356 former employees who still had money in the plan.

What is the average 401(k) balance at Altarum Institute?

About $128,867 per account: $79.9 million in plan assets across 620 accounts with a balance at the end of plan year 2024.

Who manages the Altarum Institute 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Altarum Institute. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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