Apex Tool Group, Llc Pension Plan For Apex Bargaining Unit Employees In Dayton, Oh
Sponsored by Apex Tool Group Llc · EIN 271996059 · Plan #046
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 103
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Actuarial, Claims processing, Recordkeeping | $52,745 |
| The Bank Of New York Mellon | Trustee (institutional), Direct payment from the plan | $45,833 |