AUMdb

Advanced Process Technologies, Inc. Employee Stock Ownership Plan And Trust

Sponsored by Advanced Process Technologies, Inc. · EIN 421497050 · Plan #002

Total assets
$63.8M
Net assets
$61.0M
Active participants
116
With balances
126

Plan year beginning 01/01/2024 · Profit-sharing

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
Boulay Financial Advisors Llc Trustee (individual) $8,000