Altarum Institute Retirement & Savings Plan
Sponsored by Altarum Institute · EIN 381983442 · Plan #003
- Total assets
- $79.9M
- Net assets
- $79.9M
- Active participants
- 268
- With balances
- 620
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Consulting (general) | $47,001 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $33,513 |
| Rehmann Robson | Accounting | $20,100 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $8,053 |
| Bricker Graydon | $1,013 |