AUMdb

Altira, Inc. Profit Sharing Plan

Sponsored by Altira, Inc. · EIN 592472239 · Plan #001

Total assets
$6.3M
Net assets
$6.3M
Active participants
183
With balances
232

Plan year beginning 01/01/2024 · Profit-sharing

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
Evensky & Katz Wealth Management Investment advisory (plan) $35,248