Applegate Greenfiber Acquisition, Llc 401(k) Retirement Savings Plan
Sponsored by Applegate Greenfiber Acquisition, Llc · EIN 873881297 · Plan #001
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 332
- With balances
- 193
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Investment Advisory Service | Investment advisory (plan), Direct payment from the plan | $25,888 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $22,711 |