AUMdb

Apg Rewards 401(k) Plan

Sponsored by Adams Communications Company Llc, Dba Adams Publishing Group · EIN 464951341 · Plan #001

Total assets
$48.6M
Net assets
$48.6M
Active participants
1,399
With balances
2,065

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $167,534
Capfinancial Partners, Llc Investment advisory (plan), Direct payment from the plan $51,533
Firth Smith & Archibald, Llc Accounting, Direct payment from the plan $25,000