# Altria Client Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/altria-client-services-llc-047008374-001

> Altria Client Services LLC's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Altria Client Services LLC

- **Sponsor EIN:** 047008374

- **Sponsor Address:** P. O. BOX 85088, RICHMOND, VA, 232855088

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $5.5B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$5.5B|$0|$0|

| 2024|0|$1.4B|$0|$0|

| 2023|0|$1.1B|$0|$0|

| 2022|0|$1.6B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INVESTMT INSTIT OP CO LLC|Recordkeeper|$323,788|—|$323,788|

| NORTHERN TRUST CORPORATION|Investment Advisor|$121,665|—|$121,665|

| STATE STREET GLOBAL ADVISOR TRUST|Investment Advisor|$100,487|—|$100,487|

| EVERSHEDS SUTHERLAND (US) LLP|ERISA Attorney|$83,258|—|$83,258|

| FIDUCIARY COUNSELORS INC|Other Service Provider|$17,800|—|$17,800|

| STATE STREET BANK & TRUST CO|Custodian / Trustee|$16,526|—|$16,526|

| CURCIO WEBB LLC|Other Service Provider|$10,000|—|$10,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $673,524

- **Estimated Expense Ratio:** 0.012% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$44,769,226|$71,538|—|—|—|

| 2024|—|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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