Access One Inc. 401(k) Plan
Sponsored by Access One Inc. · EIN 363894321 · Plan #001
- Total assets
- $8.9M
- Net assets
- $8.9M
- Active participants
- 112
- With balances
- 154
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $45,460 |
| Mma Securities Llc | Investment advisory (plan), Other fees | $0 |
| Cerity Partners Retirement Plan Adv | Investment advisory (plan), Other fees | $0 |