Azperio 401(k) Plan
Sponsored by Azperio · EIN 201473037 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 108
- With balances
- 152
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 |
|---|---|---|
| Bleakley Financial Group, Llc CRD 318366 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bleakley Financial Group | Investment advisory (plan) | $31,834 |
| American Trust Company | Recordkeeping | $26,745 |