Plan Snapshot
- Plan Sponsor: Altria Client Services LLC
- Sponsor EIN: 472929146
- Sponsor Address: P. O. BOX 85088, RICHMOND, VA, 232855088
- Plan Type: 401(k)
- Plan Number: 009
- Total Participants: 3,130
- Total Assets: $998.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,130 | $998.7M | $0 | $0 |
| 2024 | 1,644 | $951.3M | $25.9M | $17.1M |
| 2023 | 1,766 | $837.1M | $25.9M | $17.1M |
| 2022 | 1,820 | $891.5M | $25.3M | $16.7M |
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 |
|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $139,944,447 | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |