Aperion Care 401(k) & Profit Sharing Plan
Sponsored by Aperion Care, Inc. · EIN 465646073 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 4,396
- With balances
- 766
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $88,563 |
| Mma Securities, Llc | Investment advisory (plan) | $51,454 |
| Pinnacle An Nppg Company | Recordkeeping, Participant loan processing, Recordkeeping fees | $13,700 |
| Transamerica Trust Company | Trustee (institutional) | $206 |