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Original filing (PDF)20250609064131NAL0012073315001
ALTRIA CLIENT SERVICES LLC
Form 5500
FILING_RECEIVED
DEFERRED PROFIT-SHARING PLAN FOR SALARIED EMPLOYEES
401(k) retirement plan
Signals · 2
76% in single holdingNo recordkeeper disclosed
Active participants
4,168
Accounts w/ balance
9,013
Plan assets (EOY)
$4.2B
Net assets (EOY)
$4.2B
How this plan invests
This plan
2 pooled trusts
Schedule D
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Altria Client Services Deferred Master Trust n/a" is 76% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALTRIA CLIENT SERVICES LLC.
Plan sponsor
Name
ALTRIA CLIENT SERVICES LLC
EIN
47-2929146
Address
P. O. BOX 85088 · RICHMOND, VA · 232855088
Phone
(804) 274-2200
Industry
Manufacturingsee all
Plan administrator
Name
THOMAS H WATSON PLAN ADMINISTRATOR
EIN
88-1380953
City
RICHMOND, VA
Phone
(804) 274-2200
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEWATERHOUSECOOPERS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities · 2 pooled funds· $8.1B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.1B
3 holdings
Master Trust
$4.1B
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Altria Client Services Deferred Master Trust n/a | — | — | — | $3.1B | 74.7% | |
| ALCS DEF PROF-SHRNG MASTER TRUST ALTRIA CLIENT SERVICES LLC · EIN 13-6044069 / PN 001 | Master Trust | — | — | $3.1B | 74.7% | |
| Profit-Sharing Master Trust * Altria Client Services Deferred Master Trust n/a | — | — | — | $952.9M | 22.9% | |
| ALCS DEF PROF-SHRNG TRUST FOR STOCK ALTRIA CLIENT SERVICES LLC · EIN 04-7008374 / PN 001 | Master Trust | — | — | $952.9M | 22.9% | |
| Profit-Sharing Trust for Altria Stock * Notes receivable from Interest rates range from n/a | — | — | — | $26.1M | 0.6% |