Apogee Medical Group, Inc. 401(k) Plan
Sponsored by Apogee Medical Management, Inc. · EIN 431974753 · Plan #001
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 1,141
- With balances
- 1,341
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 |
|---|---|---|
| Arcwood Financial, Llc CRD 189512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arcwood Financial | Investment advisory (plan), Consulting fees | $171,306 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $88,887 |