Api Group, Inc. Safe Harbor 401(k) & Profit Sharing Plan
Sponsored by Api Group, Inc. · EIN 411858188 · Plan #003
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 3,844
- With balances
- 2,067
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 |
|---|---|---|
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $141,982 |
| Redpath And Company Llc | Accounting, Direct payment from the plan | $66,375 |
| Mercer Investment Management | Investment management, Direct payment from the plan | $28,619 |