Acceleration Partners Retirement Savings Plan
Sponsored by Acceleration Partners Llc · EIN 421751446 · Plan #001
- Total assets
- $12.6M
- Net assets
- $12.6M
- Active participants
- 218
- With balances
- 248
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 |
|---|---|---|
| Hays Financial Group, Llc CRD 306877 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hays Financial Group | Investment advisory (plan) | $37,370 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $31,859 |
| Wealth Management Systems Inc | Other services | $0 |