A P T Research, Inc. 401(k) Plan
Sponsored by Apt Research, Inc. · EIN 631026951 · Plan #001
- Total assets
- $33.1M
- Net assets
- $33.1M
- Active participants
- 166
- With balances
- 228
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morganstanleysmithbarneyllc | Investment advisory (participants) | $61,681 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $350 |