Altamira 401(k) Plan
Sponsored by Altamira Us, Llc · EIN 471264544 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 82
- With balances
- 128
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $30,416 |
| Intercontinental Wealth Advisors Ll | Recordkeeping, Consulting (pension), Direct payment from the plan | $25,312 |
| Calvetti Ferguson, Pc | Recordkeeping, Consulting (pension), Direct payment from the plan | $16,050 |
| Corient Holdings Inc | Recordkeeping, Consulting (pension), Direct payment from the plan | $8,876 |