AUMdb

Laporte, Apac Employees Retirement Plan

Sponsored by Laporte, A Professional Accounting Corporation · EIN 721088864 · Plan #001

Total assets
$46.3M
Net assets
$46.3M
Active participants
176
With balances
302

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
Voya Retirement Advisors, Llc CRD 3989 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Broussard Poche Llp Other fees $11,000
Voya Retirement Advisors, Llc Investment advisory (participants) $5,986
Morningstar Investment advisory (plan) $0
Scp Retirement Services Llc Other services $0