Apotex Corp. Retirement Savings Plan
Sponsored by Apotex Corp · EIN 133661214 · Plan #001
- Total assets
- $39.7M
- Net assets
- $39.7M
- Active participants
- 189
- With balances
- 394
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 |
|---|---|---|
| Investment Research & Advisory Group, Inc. CRD 126246 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $39,578 |
| Investment Research & Advisory Gro | Investment advisory (plan) | $16,646 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,001 |