AUMdb

Alliance For Positive Change Retirement Plan

Sponsored by Alliance For Positive Change · EIN 133562071 · Plan #001

Total assets
$12.3M
Net assets
$12.3M
Active participants
169
With balances
294

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
Api Capital, Llc CRD 334427 fuzzy_auto · 95% 2024

Service providers

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

Provider Services Direct comp
Nationwide Contract administrator, Custodial (other), Investment management $42,440
Altigro Pension Services, Inc. Plan administrator, Actuarial $14,131
Proaccount Investment management fees (direct) $1,353
Apw Capital Inc Consulting (general), Insurance agents and brokers, Investment advisory (plan) $0