AUMdb

Altro Usa, Inc. Retirement Plan

Sponsored by Altro, Usa, Inc., · EIN 942993379 · Plan #001

Total assets
Net assets
Active participants
83
With balances
102

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Creative Planning Investment advisory (plan) $53,270
Tpp Retirement Plan Specialists Recordkeeping $11,013