Apple Ford, Inc. 401(k) Plan
Sponsored by Apple Ford, Inc. · EIN 521750403 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 165
- With balances
- 126
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $21,719 |
| Proaccount | Investment advisory (participants) | $15,873 |
| Nationwide | Investment management, Shareholder servicing fees | $1,346 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $1,058 |
| Lincoln Financial Advisors Corp | Investment management, Shareholder servicing fees | $0 |
| Osaic Fa Inc | Investment management, Shareholder servicing fees | $0 |
| Lpl Financial Llc | Investment management, Shareholder servicing fees | $0 |
| Lincoln Financial Advisors Cor | Investment management, Shareholder servicing fees | $0 |