Altorfer Retirement Plan
Sponsored by Altorfer Inc. · EIN 420788540 · Plan #004 · Cedar Rapids, IA
- Total assets
- $163M
- Net assets
- $163M
- Active participants
- 936
- With balances
- 1,109
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ubs Financial Services Inc | Investment advisory (plan) | $19,914 |
| Cliftonlarsonallen Llp | Accounting | $16,600 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,661 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$166,496 |