AUMdb

Alliance Of Professionals & Consultants, Inc 401(k) Retirement Plan

Sponsored by Alliance Of Professionals & Consultants, Inc · EIN 561829950 · Plan #001

Total assets
$14.3M
Net assets
$14.3M
Active participants
176
With balances
186

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Capfinancial Partners Llc Dba Investment advisory (plan) $35,522
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $19,899