American Property Management Retirement Plan
Sponsored by Weston Investment Company, Llc Dba American Property Management · EIN 930475156 · Plan #001
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 156
- With balances
- 132
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 |
|---|---|---|
| Pinnacle Wealth Advisors, Llc CRD 117517 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pinnacle Wealth Advisors | Recordkeeping, Trustee (institutional), Other services | $27,291 |
| Empower Annuity Insurance Company O | Participant loan processing, Direct payment from the plan, Recordkeeping | $18,281 |
| Independent Retirement Consulting | Contract administrator, Consulting (general), Participant loan processing | $8,915 |