Access Direct Systems, Inc. 401(k) Profit Sharing Plan
Sponsored by Access Direct Systems, Inc. · EIN 132669655 · Plan #003
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 156
- With balances
- 113
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 |
|---|---|---|
| Gelman Pension Consulting, Inc | Recordkeeping, Recordkeeping fees | $2,474 |
| Nationwide Life Insurance | Recordkeeping, Recordkeeping fees, Other insurance wrap fees | $1,803 |
| Lpl Financial Llc | Investment advisory (participants), Investment advisory (plan) | $0 |