Apex Fund Services 401(k) Plan
Sponsored by Apex Fund Services (Charlotte) Llc · EIN 421644246 · Plan #001
- Total assets
- $49.2M
- Net assets
- $49.2M
- Active participants
- 655
- With balances
- 669
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliant Insurance Services, Inc. | Contract administrator, Investment advisory (plan), Other services | $74,466 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $70,152 |