Altria Retirement Plan
Sponsored by Altria Client Services Llc · EIN 472929146 · Plan #006 · Richmond, VA
- Total assets
- $6.4B
- Net assets
- $6.4B
- Active participants
- 1,989
- 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 |
|---|---|---|
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 93% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 96% | 2024 |
| Acadian Asset Management (Singapore) Pte Ltd CRD 323400 | deterministic · 100% | 2024 |
| Nisa Investment Advisors, Llc CRD 107313 | deterministic · 100% | 2024 |
| Goldman Sachs Asset Management, L.P. CRD 107738 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Loomis Sayles & Company Lp | Investment advisory (plan), Investment management, Investment management fees (direct) | $3,871,338 |
| Pacific Investment Mgmt Co Llc | Investment management, Investment management fees (direct), Investment management fees (indirect) | $2,995,834 |
| Fidelity Investmt Instit Op Co Inc | Recordkeeping, Participant communication, Direct payment from the plan | $1,809,769 |
| Acadian Asset Management Llc | Investment management, Investment management fees (direct) | $1,483,541 |
| Jpmorgan Chase Bank Na | Custodial (securities), Trustee (institutional), Trustee (directed) | $1,133,204 |
| Pgim Ldi | Investment management, Investment management fees (direct) | $970,947 |
| Nisa Investment Advisors Llc | Investment management, Investment management fees (direct) | $723,895 |
| Reams Ldi | Investment management, Investment management fees (direct) | $632,345 |
| Fidelity Fiam Llc | Investment management, Investment management fees (direct) | $484,568 |
| Goldman Sachs Asset Management Lp | Investment management, Investment management fees (direct) | $408,463 |
| Jpmorgan Ldi | Investment advisory (plan), Investment management, Investment management fees (direct) | $345,836 |
| Willis Towers Watson Us Llc | Actuarial, Direct payment from the plan | $307,542 |
| Insight Ina Ldi | Investment management, Investment management fees (direct) | $221,351 |
| State Street Global Advisor Trust | Custodial (other), Custodial (securities), Investment management | $155,775 |
| Pricewaterhousecoopers Llp | Accounting, Direct payment from the plan | $119,899 |
| Eversheds Sutherland (Us) Llp | Legal, Direct payment from the plan | $82,963 |
| Ram Ldi | Investment management, Investment management fees (direct) | $80,942 |
| Evestment Alliance Llc | Other services, Direct payment from the plan | $66,117 |
| Bloomberg | Other services, Direct payment from the plan | $52,751 |
| Morningstar Inc | Other services, Direct payment from the plan | $51,857 |