Apex Heritage Group, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Apex Heritage Group, Llc · EIN 461669012 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 229
- With balances
- 153
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 |
|---|---|---|
| The Vanguard Group, Inc | Participant loan processing, Other fees, Recordkeeping fees | $28,979 |
| Futureplan By Ascensus | Recordkeeping | $9,650 |