Apam Services, INC. D.B.A. Streamline Technology 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Apam Services, INC. D.B.A. Streamline Technology
  • Sponsor EIN: 593191457
  • Sponsor Address: 621 MORGAN STREET, WINTER SPRINGS, FL, 32708
  • Plan Type: 401(k)
  • Total Participants: 11
  • Total Assets: $3.7M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202411$3.7M$37,945$135,628
202311$3.1M$43,480$112,619
202211$2.5M$46,841$111,880

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