Apoyo Financiero, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Apoyo Financiero, Inc. · EIN 205579499 · Plan #001
- Total assets
- $970K
- Net assets
- $970K
- Active participants
- 122
- With balances
- 180
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Float revenue, Distribution (12b-1) fees | $15,051 |
| Kestra Financial | Investment advisory (participants) | $4,491 |
| Professional Benefit Services | Contract administrator | $1,875 |