AUMdb

Applied Consultants, Inc. 401(k) Plan

Sponsored by Applied Consultants, Inc. · EIN 752383869 · Plan #001

Total assets
$21.0M
Net assets
$21.0M
Active participants
597
With balances
363

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
Nwps Contract administrator, Recordkeeping, Consulting (general) $37,132
Matrix Trust Company Custodial (securities), Direct payment from the plan $5,816