American Public Power Association 401(k) Plan
Sponsored by American Public Power Association · EIN 530026315 · Plan #002
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 68
- With balances
- 123
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $28,641 |
| Capfinancial Partners, Llc | Investment management, Investment management fees (direct) | $20,625 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |