Altor Solutions 401(k) Plan
Sponsored by Altor Solutions · EIN 430730823 · Plan #002
- Total assets
- $22.4M
- Net assets
- $22.4M
- Active participants
- 561
- With balances
- 825
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 |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins And Annuity Co | Contract administrator | $40,227 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $21,515 |
| Empower Annuity Insurance Company | Recordkeeping fees | $3,718 |
| Voya Retirement Ins And Annuity Co | Other services | $1,150 |
| Alerus Financial | Other services | $0 |
| Empower Advisory Group, Llc | Investment management | $0 |