AUMdb

Apex Clean Energy, Inc. 401(k) Plan

Sponsored by Apex Clean Energy, Inc. · EIN 264536778 · Plan #001 · Charlottesville, VA

Total assets
$49.0M
Net assets
$49.0M
Active participants
431
With balances
504

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $9,370
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $2,957