Apex Tool Group, Llc 401(k) Savings Plan
Sponsored by Apex Tool Group, Llc · EIN 271996059 · Plan #001
- Total assets
- $276M
- Net assets
- $276M
- Active participants
- 1,196
- With balances
- 1,677
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $131,669 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $87,212 |
| Callan Associates Inc | Consulting (general) | $72,033 |
| Rkl Llp | Accounting | $7,488 |