AUMdb

Anchor Point Management Group Employee Benefit Plan

Sponsored by Anchor Point Management Group, Llc · EIN 922810794 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
9,415
With balances
988

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $111,192
Ha&W Wealth Management Llc Recordkeeping, Trustee (institutional), Other services $47,236
Nova 401(k) Associates Recordkeeping, Consulting (pension), Direct payment from the plan $23,410