Altium, Inc. 401(k) Plan
Sponsored by Altium, Inc. · EIN 770192774 · Plan #001
- Total assets
- $26.0M
- Net assets
- $26.0M
- Active participants
- 333
- With balances
- 332
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 |
| Strategic Advisors Llc CRD 125882 | 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) | $51,588 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $41,579 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,250 |