AUMdb

Archerpoint Employee Stock Ownership And 401(k) Plan

Sponsored by Archerpoint Transaction Holdco, Inc. · EIN 995059012 · Plan #002

Total assets
$36.8M
Net assets
$36.8M
Active participants
71
With balances
130

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
G. W. Henssler & Associates, Ltd CRD 104545 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
G.W. Henssler & Associates Ltd Investment advisory (participants) $24,616
John Hancock Life Insurance Company Sub-transfer agency fees, Soft dollars commissions, Recordkeeping $108