AUMdb

Altano U.S., Llc 401(k) Plan

Sponsored by Avanti Equine · EIN 364865081 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
373
With balances
125

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Co. Recordkeeping fees $30,495
Global Retirement Partners Llc Investment advisory (plan) $13,534
Empower Advisory Group Investment management $9,761
Pentegra Services Inc Contract administrator $2,021