# Altria Client Services LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/altria-client-services-llc-472929146-527

> Altria Client Services LLC's Health & Welfare plan: 1,293 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:** 472929146

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

- **Plan Type:** Health & Welfare

- **Plan Number:** 527

- **Total Participants:** 1,293

- **Total Assets:** $20.3M

## 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.|

| 2024|1,293|$20.3M|$0|$0|

| 2023|1,396|$24.3M|$0|$0|

| 2022|1,422|$26.7M|$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|

| SCHARF INVESTMENTS LLC|Investment Advisor|$117,551|—|$117,551|

| FIDELITY INVESTMT INSTIT OP CO INC|Recordkeeper|$103,870|—|$103,870|

| PRICEWATERHOUSECOOPERS LLP|Auditor|$76,744|—|$76,744|

| THE HARTFORD|Recordkeeper|$35,810|—|$35,810|

| WILLIS TOWERS WATSON US LLC|Actuary|$17,651|—|$17,651|

| JPMORGAN CHASE BANK NA|Custodian / Trustee|$10,455|—|$10,455|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMT INSTIT OP CO INC](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

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

- [WILLIS TOWERS WATSON US LLC](https://planprovider.pro/provider/lincoln-financial-group) — Actuary

- [JPMORGAN CHASE BANK NA](https://planprovider.pro/provider/jp-morgan-asset-management) — Custodian / Trustee

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $362,081

- **Estimated Expense Ratio:** 1.782% 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|

| 2024|$361,255|$127,761|$35,810|$76,744|—|

| 2023|$373,602|$120,349|$46,732|$80,000|—|

| 2022|$427,029|$145,739|$170,875|—|$110,415|

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