Apercen Partners 401 K Plan
Sponsored by Apercen Partners Llc · EIN 262246506 · Plan #001
- Total assets
- $35.8M
- Net assets
- $35.7M
- Active participants
- 347
- With balances
- 467
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 |
|---|---|---|
| Abbey Hill Financial Advisors, Llc CRD 126813 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Abbey Hill Financial Advisors, Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $79,894 |
| Wealth Management, Llc | Other services | $10,425 |
| Retirement Plan Consultants, Llc | Recordkeeping, Distribution (12b-1) fees, Recordkeeping fees | $5,675 |