Altek Company Employees Savings Trust
Sponsored by Altek Electronics, Inc. · EIN 200519095 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 162
- With balances
- 169
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 |
|---|---|---|
| The Patriot Financial Group Insurance Agency, Llc CRD 172470 | fuzzy_auto · 98% | 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 |
|---|---|---|
| The Patriot Financial Group Insuran | Investment advisory (plan) | $19,298 |
| Empower Annuity Insurance Company | Recordkeeping fees | $9,813 |
| Empower Advisory Group, Llc | Investment management | $1,439 |