AUMdb

Altres 401(k) Retirement Plan

Sponsored by Altres Global Business Services, Inc. · EIN 990338459 · Plan #333

Total assets
$163M
Net assets
$163M
Active participants
5,071
With balances
3,854

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
Slavic Mutual Funds Management Corp. CRD 113833 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Slavic Integrated Administration Direct payment from the plan, Recordkeeping, Participant loan processing $805,296
Slavic Mutual Fund Mangement Corp Investment management, Investment management fees (direct) $219,755
Kobo Wealth Conservancy Llc Investment advisory (participants), Investment advisory (plan) $109,563