Aptum Technologies (Usa) Inc. 401(k) Savings Plan
Sponsored by Aptum Technologies (Usa) Inc. · EIN 861070209 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 55
- With balances
- 155
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intellicents Investment Solutions | Investment advisory (plan) | $32,179 |
| Lbmc Pc | Accounting | $26,650 |
| Empower Annuity Insurance Company | Recordkeeping fees | $24,742 |
| The Finway Group, Llc | Contract administrator | $9,628 |