Applewood Centers, Inc. Tax Deferred Savings Plan
Sponsored by Applewood Centers, Inc. · EIN 340714571 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 223
- With balances
- 175
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $36,601 |
| Global Retirement Partners Llc | Investment advisory (plan) | $4,282 |