Apollo, Inc. 401(k) Profit Sharing Plan
Sponsored by Apollo, Inc. · EIN 911636892 · Plan #001
- Total assets
- $71.7M
- Net assets
- $71.7M
- Active participants
- 558
- With balances
- 745
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hfg Trust Llc | Investment advisory (plan) | $96,092 |
| Randall & Hurley, Inc. | Recordkeeping, Consulting (pension), Participant communication | $64,908 |
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $26,920 |
| Charles Schwab Trust Bank | Custodial (securities), Direct payment from the plan | $15,683 |
| Empower Advisory Group, Llc | Investment management | $741 |