Aphl 401(k) Pension Plan
Sponsored by Association Of Public Health Laboratories · EIN 521800436 · Plan #002
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 230
- With balances
- 299
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment advisory (plan) | $53,045 |
| Empower Advisory Group, Llc | Investment management | $44,503 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $34,109 |
| Jm Pension Advisory, Inc. | Contract administrator | $16,612 |
| Gelman, Rosenberg & Freedman, P.C. | Accounting | $16,588 |