AUMdb

Apple Growth Partners 401(k) Plan

Sponsored by Apple Growth Partners, Inc. · EIN 341082617 · Plan #002

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Ellsworth Advisors, Llc CRD 297464 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $50,769
Ellsworth Advisors Llc Investment advisory (plan) $35,744
Empower Advisory Group, Llc Investment management $1,932
Rehmann Llc Dba Rehmann Financial G Accounting $1,213