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 long-term disability.
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 | $104K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHARF INVESTMENTS LLC | 26-3775085 | — | INVESTMENT MANAGER | $118K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Altria Client Services Long- Plan’s interest in Trust (1) | Master Trust Interest | — | $15.9M | $19.9M | 97.9% | |
| ALCS L-T DISABILITY TRUST ALTRIA CLIENT SERVICES LLC · EIN 51-0194366 / PN 001 | Master Trust | — | — | $19.9M | 97.9% | |
| Fidelity Benefits Administrator Interest-bearing cash | Mutual Funds | — | $415K | $415K | 2.0% |
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 |
|---|---|---|---|---|---|
| JPMORGAN CHASE BANK NA | 13-4994650 | — | TRUSTEE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE HARTFORD | 06-0838648 | — | CONTRACT ADMINISTRATOR | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | AUDITOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | ACTUARY | $18K | — |
