Altl, Inc. Employees Profit Sharing Plan & Trust
Sponsored by Altl, Inc. · EIN 382123182 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 108
- With balances
- 113
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Altl, Inc. | Contract administrator | $14,875 |
| Empower Annuity Insurance Co Of Am | Recordkeeping fees | $1,137 |
| Empower Advisory Group, Llc | Investment management | $252 |
| Wells Fargo Clearing Services Llc | Other commissions | $0 |