Api Group, Inc. 401(k) & Profit Sharing Plan
Sponsored by Api Group, Inc. · EIN 411858188 · Plan #001
- Total assets
- $676M
- Net assets
- $676M
- Active participants
- 5,096
- With balances
- 6,431
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 |
|---|---|---|
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $381,766 |
| Mercer Investment Management | Investment management, Direct payment from the plan | $129,585 |
| Redpath And Company Llc | Accounting, Direct payment from the plan | $75,225 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Securities brokerage commissions | $11,598 |