Applied Software Technology, Llc 401(k) Profit Sharing Plan
Sponsored by Applied Software Technology, Llc. · EIN 581484413 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 121
- With balances
- 190
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 |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Forusall | Investment advisory (plan) | $40,485 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $13,980 |