AUMdb

Access Healthcare Llc 401(k) Profit Sharing Plan & Trust

Sponsored by Access Healthcare Llc · EIN 800244479 · Plan #001

Total assets
$2.2M
Net assets
$2.2M
Active participants
149
With balances
182

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
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Paychex, Inc. Recordkeeping $16,072
Equitable Advisors, Llc Investment advisory (participants) $5,642