AUMdb

Apalachee Center, Inc. Retirement Plan

Sponsored by Apalachee Center, Inc. · EIN 591162148 · Plan #002

Total assets
$14.0M
Net assets
$14.0M
Active participants
321
With balances
482

Plan year beginning 07/01/2024 · Profit-sharing, Total participant-directed account, 401(m) arrangement

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
Ascensus Llc Recordkeeping fees, Other fees, Recordkeeping $41,224
One Digital Investment Advisors Accounting, Other fees, Direct payment from the plan $41,142
Nextcapital Group, Inc. Other fees, Direct payment from the plan $8,149