AUMdb

Appolo Heating, Inc. 401(k) Profit Sharing Plan

Sponsored by Appolo Heating, Inc. · EIN 204369056 · Plan #002

Total assets
$4.6M
Net assets
$4.6M
Active participants
84
With balances
165

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Bonadio And Co Llp Accounting $5,000
Proaccount Investment advisory (participants) $2,826
Tycor Benefit Administrators Inc Contract administrator, Investment advisory (participants), Investment advisory (plan) $1,607
Nationwide Recordkeeping, Custodial (other) $741
Kestra Investment Services Other commissions $0