Ap4 401 K Plan
Sponsored by Ap4 Group Llc · EIN 882551248 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 139
- With balances
- 127
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $14,668 |
| John Hancock | Recordkeeping, Recordkeeping fees, Participant loan processing | $6,443 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 02/01/2024 | $11.0M | 139 | ack 20260108100456NAL0010154608001 |
| 01/01/2024 | $11.0M | 139 | ack 20251010113515NAL0017812114001 |