# Altria Client Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/altria-client-services-llc-136044069-001

> Altria Client Services LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

- [PRICEWATERHOUSECOOPERS LLP](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — Auditor

- [EVERSHEDS SUTHERLAND (US) LLP](https://planprovider.pro/provider/eversheds-sutherland) — 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|

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