Plan Snapshot
- Plan Sponsor: Altria Client Services LLC
- Sponsor EIN: 136044069
- Sponsor Address: P. O. BOX 85088, RICHMOND, VA, 232855088
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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 | $0 | $0 | $0 |
| 2024 | 0 | $3.7B | $0 | $0 |
| 2023 | 0 | $3.4B | $0 | $0 |
| 2022 | 0 | $2.9B | $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 INV INSTIT OP CO INC | Recordkeeper | $677,807 | — | $677,807 |
| STATE STREET BANK & TRUST CO | Custodian / Trustee | $249,233 | — | $249,233 |
| STATE STREET GLOBAL ADVISORS TRUST | Investment Advisor | $226,903 | — | $226,903 |
| NORTHERN TRUST CORPORATION | Investment Advisor | $158,604 | — | $158,604 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $140,000 | — | $140,000 |
| EVERSHEDS SUTHERLAND (US) LLP | ERISA Attorney | $52,579 | — | $52,579 |
| FIDUCIARY COUNSELORS INC | Other Service Provider | $51,900 | — | $51,900 |
| CURCIO WEBB LLC | Other Service Provider | $50,000 | — | $50,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INV INSTIT OP CO INC — Recordkeeper
- PRICEWATERHOUSECOOPERS LLP — Auditor
- EVERSHEDS SUTHERLAND (US) LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,607,026
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 | $1,321,785 | $529,283 | — | $145,000 | — |
| 2024 | $2,379,276 | $1,157,757 | — | $140,000 | — |
| 2023 | $3,463,206 | $1,648,442 | — | $135,000 | — |
| 2022 | $2,634,552 | $663,015 | $1,370,600 | — | $600,937 |