AUMdb

Apcon, Inc.401(k) Plan

Sponsored by Apcon, Inc. · EIN 931166552 · Plan #001

Total assets
$16.2M
Net assets
$16.2M
Active participants
87
With balances
137

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Lpl Financial Llc CRD 6413 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Llc Investment advisory (plan) $35,587
Empower Annuity Insurance Company Recordkeeping fees $19,611
Aldrich Cpas & Advisors Llp Accounting $15,488
Mt. Hood Pension Service, Llc Contract administrator $0