Aptura Group Inc., 401(k) Plan
Sponsored by Aptura Group, Inc. · EIN 870850201 · Plan #002
- Total assets
- $12.9M
- Net assets
- $12.8M
- Active participants
- 354
- With balances
- 226
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 |
|---|---|---|
| Invst, Llc CRD 282863 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Invst | Investment advisory (participants), Investment advisory (plan), Investment management | $39,648 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $19,489 |
| Charles Schwab Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $2,682 |