AUMdb

High Falls Operating Co. Llc Hourly Employees 401(k) Plan

Sponsored by High Falls Operating Company, Llc · EIN 800301564 · Plan #004

Total assets
$16.1M
Net assets
$16.1M
Active participants
322
With balances
227

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
Aps Wealth Management, Llc CRD 298233 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Apfs Wealth Management Investment advisory (plan) $38,057
American Trust Company Trustee (discretionary), Direct payment from the plan, Contract administrator $37,792
Insero & Co. Cpas Llp Accounting $13,225