Altium Packaging Pension Plan
Sponsored by Altium Packaging Lp · EIN 061056158 · Plan #017
- Total assets
- $60.2M
- Net assets
- $60.1M
- Active participants
- 65
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Sage Investment Advisers Llc CRD 304559 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Benefits Advisors Inc | Actuarial, Consulting (pension), Direct payment from the plan | $190,932 |
| Morgan Stanley | Consulting (pension), Investment management, Investment management fees (direct) | $87,799 |
| Sage Investment Advisors | Consulting (pension), Investment management, Investment management fees (direct) | $49,875 |
| Ec Barrett Llc | Accounting | $18,200 |