AUMdb

Apex Tool Group Individual Account Retirement Plan For Bargaining Unit Employees

Sponsored by Apex Tool Group, Llc · EIN 271996059 · Plan #002

Total assets
$5.9M
Net assets
$5.9M
Active participants
117
With balances
133

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $11,752