Service Access & Management, Inc. Employees' 401(k) Plan
Sponsored by Service Access & Management, Inc. · EIN 232897133 · Plan #001
- Total assets
- $43.1M
- Net assets
- $43.1M
- Active participants
- 792
- With balances
- 892
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $89,158 |
| Nationwide | Investment management, Recordkeeping fees, Recordkeeping | $24,628 |
| Wipfli Llp | Recordkeeping, Recordkeeping fees, Participant loan processing | $12,847 |