AUMdb

Apollo Professional Solutions, Inc. 401(k) Plan

Sponsored by Apollo Professional Solutions, Inc. · EIN 042802517 · Plan #001

Total assets
$3.7M
Net assets
$3.7M
Active participants
132
With balances
90

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $11,569
Empower Annuity Insurance Company Recordkeeping fees $10,837
Leafhouse Financial Advisors, Llc Investment advisory (plan) $1,993
Next Financial Group Inc Other commissions $0
The Angell Pension Group, Inc. Contract administrator $0