AUMdb

Apt Advanced Polymer Technology Corp. 401(k) Profit Sharing Plan

Sponsored by Apt Advanced Polymer Technology Corp. · EIN 133777890 · Plan #001

Total assets
$25.1M
Net assets
$25.1M
Active participants
664
With balances
367

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
Hbk Sorce Advisory Llc CRD 112139 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Hbks Wealth Advisors Investment advisory (participants), Investment advisory (plan), Direct payment from the plan $54,551
Newport Group, Inc. Recordkeeping, Consulting (general), Participant loan processing $50,003