Apex Retirement Savings Plan
Sponsored by Schubemo Holdings, Inc. · EIN 431836707 · Plan #001
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 148
- With balances
- 138
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| American Century Investment Management Inc CRD 105778 | fuzzy_auto · 98% | 2024 |
| Dimensional Fund Advisors Lp CRD 106482 | deterministic · 100% | 2024 |
| Blackrock Fund Advisors CRD 105247 | deterministic · 100% | 2024 |
| Bny Mellon Investment Adviser, Inc. CRD 105642 | deterministic · 100% | 2024 |
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Boston Management And Research CRD 104853 | fuzzy_auto · 99% | 2024 |
| Eaton Vance Management CRD 104859 | deterministic · 100% | 2024 |
| Fidelity Management & Research Company Llc CRD 108281 | fuzzy_auto · 95% | 2024 |
| Federated Investment Management Company CRD 105138 | fuzzy_auto · 98% | 2024 |
| Lord, Abbett & Co. Llc CRD 110391 | fuzzy_auto · 97% | 2024 |
| Massachusetts Financial Services Company CRD 110045 | deterministic · 100% | 2024 |
| Principal Global Investors, Llc CRD 109002 | deterministic · 100% | 2024 |
| Pacific Investment Management Company Llc CRD 104559 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Century Investment Managem | Investment management, Investment management fees (indirect) | $0 |
| Dimensional Fund Advisors Lp | Investment management, Investment management fees (indirect) | $0 |
| Blackrock Fund Advisors | Investment management, Investment management fees (indirect) | $0 |
| Bny Mellon Investment Adviser, Inc | Investment management, Investment management fees (indirect) | $0 |
| Dodge & Cox | Investment management, Investment management fees (indirect) | $0 |
| Boston Management And Research;Eato | Investment management, Investment management fees (indirect) | $0 |
| Eaton Vance Management | Investment management, Investment management fees (indirect) | $0 |
| Fidelity Management & Research Comp | Investment management, Investment management fees (indirect) | $0 |
| Federated Investment Management Com | Investment management, Investment management fees (indirect) | $0 |
| Lord, Abbett & Co Llc | Investment management, Investment management fees (indirect) | $0 |
| Massachusetts Financial Services Co | Investment management, Investment management fees (indirect) | $0 |
| Principal Global Investors Llc | Investment management, Investment management fees (indirect) | $0 |
| Pacific Investment Management Compa | Investment management, Investment management fees (indirect) | $0 |