Apderm Management, Llc 401(k) Profit Sharing Plan
Sponsored by Apderm Management, Llc. · EIN 822649012 · Plan #001
- Total assets
- $39.3M
- Net assets
- $39.3M
- Active participants
- 763
- With balances
- 495
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 |
|---|---|---|
| Thayer Partners Llc CRD 290734 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Finders' fees/placement fees, Participant loan processing | $63,216 |
| Thayer Partners Llc | Investment advisory (plan) | $30,000 |
| Edelstein & Company Llp | Accounting | $15,000 |
| Compass 360, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,112 |
| Eag New England Llc | Accounting | $3,000 |
| Kahn Litwin Renza & Co Ltd | Accounting | $1,553 |