AUMdb

Altman Companies 401 K Plan

Sponsored by The Altman Companies, Llc · EIN 832372693 · Plan #001

Total assets
$10.5M
Net assets
$10.5M
Active participants
68
With balances
210

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
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $26,315
Nfp Retirement Inc Investment advisory (plan) $25,579