Anderson Pacific Engineering Construction, Inc. Money Purchase Pension Plan
Sponsored by Anderson Pacific Engineering Construction, Inc. · EIN 941636147 · Plan #001
- Total assets
- $18.1M
- Net assets
- $18.1M
- Active participants
- 146
- With balances
- 188
Plan year beginning 01/01/2024 · Money purchase
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sloy, Dahl & Holst, Llc CRD 110102 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sloy, Dahl & Holst, Inc. | Investment management, Investment management fees (direct) | $79,071 |
| Corporate Pension Consultants | Accounting, Claims processing, Recordkeeping | $71,875 |
| Plante & Moran Pllc | Accounting | $30,250 |
| Charles Schwab Bank | Custodial (other) | $6,558 |
| Charles Schwab Bank | Custodial (other) | $6,558 |