Applied Card Systems, Inc. 401(k) Retirement/Savings Plan
Sponsored by Applied Card Systems, Inc. · EIN 510302476 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 143
- With balances
- 148
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Management Llc | Investment advisory (plan) | $30,652 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $17,730 |
| Belfint, Lyons & Shuman, P.A. | Accounting | $11,000 |