Alterra Mountain 401(k) match, vesting and fees
What Alterra Mountain's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Eide Bailly (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 20 defined-contribution plans in arts, entertainment, and recreation with 5,000 to 9,999 participants.
| Alterra Mountain: employer contribution per participant | $1,388 | |
| Peer median | $1,321 |
| Alterra Mountain: average balance | $50,544 | |
| Peer median | $44,883 |
| Alterra Mountain: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.20% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $310M at the end of plan year 2023 to $366M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 21,293 | $366M | $10M | $1,388 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 12,628 | $310M | $9.3M | $1,610 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Alterra Mountain match 401(k) contributions?
The match terms for the Alterra Mountain Company U.S. Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $10M in employer contributions, about $1,388 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alterra Mountain 401(k) match vested?
The vesting schedule for the Alterra Mountain Company U.S. Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alterra Mountain 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Alterra Mountain Company.
I left Alterra Mountain. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alterra Mountain Company, (303) 749-8200) or the recordkeeper, Fidelity Investments Institutional. The Alterra Mountain old 401(k) page lists the contacts from every plan filing. Find an old Alterra Mountain 401(k)
Data from the public Form 5500 annual reports Alterra Mountain filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alterra Mountain. Not financial advice. Report a correction · Methodology