Altus Group 401(k) Plan
Sponsored by Altus Group U.S., Inc. · EIN 980602321 · Plan #002
- Total assets
- $96.8M
- Net assets
- $96.8M
- Active participants
- 764
- With balances
- 1,021
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Wellth Advisory Services, Llc CRD 330537 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $110,962 |
| Wellth Advisory Services Llc | Investment advisory (plan) | $41,485 |
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $10,813 |