Advanced Process Technologies, Inc. 401(k) Profit Sharing Plan
Sponsored by Advanced Process Technologies, Inc. · EIN 421497050 · Plan #001
- Total assets
- $18.2M
- Net assets
- $18.2M
- Active participants
- 138
- With balances
- 152
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers, Inc. | Investment advisory (participants) | $44,088 |
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $0 |