Apercen Partners LLC's EIN is 26-2246506.
Download the official 2024 Form 5500 (PDF) for Apercen Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Apercen Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS, LLC | — | NORFOLK, NE | RECORDKEEPER AND TPA | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ABBEY HILL FINANCIAL ADVISORS, LLC | 20-3901712 | ORO VALLEY, AZ | FINANCIAL ADVISOR | $80K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH MANAGEMENT, LLC | — | NORFOLK, NE | NONE | $10K | — |
