Aptos 401(k) Savings Plan
Sponsored by Aptos, Llc · EIN 141624962 · Plan #001
- Total assets
- $59.8M
- Net assets
- $59.8M
- Active participants
- 215
- With balances
- 417
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan) | $62,118 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $57,362 |
| Hancock Askew & Co., Llp | Accounting | $8,250 |