Access Care Partners, Inc. Tax Shelter Retirement Plan
Sponsored by Access Care Partners, Inc. · EIN 042545848 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 236
- With balances
- 180
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $40,931 |
| Pension Consultants, Inc. | Contract administrator, Other fees, Direct payment from the plan | $9,107 |
| Cambridge Investment Research Inc. | Other services, Other commissions, Other fees | $0 |