Apothecary By Design 401(k) Plan
Sponsored by Apothecary By Design Acquisition Co., Llc · EIN 473883928 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $13,974 |
| Jesson, Oslin & Associates, Llp | Accounting | $13,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$7,593 |