Thomas Houghtaling signed Altria Client Services LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Altria Client Services LLC's EIN is 47-2929146.
Download the official 2024 Form 5500 (PDF) for Altria Client Services LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Altria Client Services LLC's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMT INSTIT OP CO INC | 04-2647786 | — | RECORDKEEPER | $1.8M | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ALCS MASTER RETIREMENT TRUST ALTRIA CLIENT SERVICES LLC · EIN 13-7160570 / PN 001 | Master Trust | — | $6.3B | $6.4B | 99.4% | |
| Fidelity Benefits Administrator Account | Mutual Funds | — | $36.0M | $36.0M | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOOMIS SAYLES & COMPANY LP | 04-3200030 | — | INVESTMENT MANAGER | $3.9M | — |
| PACIFIC INVESTMENT MGMT CO LLC | 33-0629048 | — | INVESTMENT MANAGER | $3.0M | — |
| ACADIAN ASSET MANAGEMENT LLC | 04-2929221 | — | INVESTMENT MANAGER | $1.5M | — |
| PGIM LDI | 22-2540245 | — | INVESTMENT MANAGER | $971K | — |
| NISA INVESTMENT ADVISORS LLC | 48-1140940 | — | INVESTMENT MANAGER | $724K | — |
| REAMS LDI | 43-1925734 | — | INVESTMENT MANAGER | $632K | — |
| FIDELITY FIAM LLC | 20-1733361 | — | INVESTMENT MANAGER | $485K | — |
| GOLDMAN SACHS ASSET MANAGEMENT LP | 13-3575636 | — | INVESTMENT MANAGER | $408K | — |
| JPMORGAN LDI | 13-3200244 | — | INVESTMENT MANAGER | $346K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARIAL | $308K | — |
| INSIGHT INA LDI | 82-0983489 | — | INVESTMENT MANAGER | $221K | — |
| STATE STREET GLOBAL ADVISOR TRUST | 81-4017137 | — | INVESTMENT MANAGER | $156K | — |
| RAM LDI | 13-4006232 | — | INVESTMENT MANAGER | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA | 13-4994650 | — | TRUSTEE | $1.1M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | AUDITING | $120K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERSHEDS SUTHERLAND (US) LLP | 58-0619407 | — | LEGAL | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVESTMENT ALLIANCE LLC | 58-2540972 | — | DATA SERVICES | $66K | — |
| MORNINGSTAR INC | 36-3297908 | — | DATA SERVICES | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLOOMBERG | 13-3417984 | — | DATA SERVICES | $53K | — |
