Apex Physics Partners, Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Apex Physics Partners, Llc · EIN 834248953 · Plan #002
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 208
- With balances
- 254
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 |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Greenspring Advisors | Investment advisory (participants) | $10,430 |
| John Hancock Usa | Recordkeeping | $2,096 |
| Wilshire Associates Inc | Investment advisory (participants) | $839 |