Applied Computing Technologies, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Applied Computing Technologies, Inc. · EIN 541690488 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 62
- With balances
- 117
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 |
|---|---|---|
| Fiduciary Wealth Management, Llc CRD 284324 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiduciary Wealth Management | Investment advisory (plan) | $27,696 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,551 |
| Pensionmark Financial Group Llc | Investment advisory (plan) | $2,745 |