Contract Employee Retirement Savings Plan
Sponsored by Apex Systems, Llc · EIN 541773546 · Plan #002
- Total assets
- $232M
- Net assets
- $232M
- Active participants
- 21,810
- With balances
- 7,794
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 |
|---|---|---|
| Janney Montgomery Scott Llc CRD 463 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $532,211 |
| Janney Montgomery Scott Llc | Investment advisory (plan) | $165,780 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $42,617 |
| Keiter | Accounting | $30,383 |