Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan
Sponsored by Samuelsen, Gonzalez, Valenzuela & Brown Llp · EIN 953532774 · Plan #001
- Total assets
- $16.0M
- Net assets
- $16.0M
- Active participants
- 82
- With balances
- 130
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 |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Accelerate Investment Advisors Llc | Investment advisory (plan) | $20,406 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$7,083 |