AUMdb

Altura Communication Solutions Pension Plan For Certain Union Represented Employees

Sponsored by Altura Communicaton Solutions, Llc · EIN 330988967 · Plan #002

Total assets
$11.8M
Net assets
$11.8M
Active participants
9
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Concurrent Investment Advisors, Llc CRD 323135 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Concurrent Investment Advisors, Llc Investment advisory (plan), Investment management $10,000
Baker Tilly Us, Llp Accounting $9,450
Bank Of Oklahoma Trustee (institutional) $7,286