AUMdb

Aptara, Inc. 401(k) Plan

Sponsored by Aptara Inc. · EIN 541596745 · Plan #001

Total assets
$13.2M
Net assets
$13.2M
Active participants
151
With balances
151

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
The Capital Group Inv Advisory Investment advisory (plan) $34,780
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $20,252