AUMdb

Apollo Technology Group, Llc 401(k) Plan

Sponsored by Apollo Technology Group, Llc · EIN 833408904 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
232
With balances
155

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
Christensen Group Financial, Llc CRD 318144 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $39,315
Christensen Group Financial Investment advisory (participants) $30,777