Apax Partners Us, Llc 401(k) Retirement Plan
Sponsored by Apax Partners Us, Llc · EIN 202520354 · Plan #001
- Total assets
- $58.5M
- Net assets
- $58.5M
- Active participants
- 116
- With balances
- 240
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $79,988 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $35,942 |
| Empower Advisory Group, Llc | Investment management | $11,125 |
| The Benefit Practice | Contract administrator | $6,000 |