Accesso Partners, Llc 401 K Profit Sharing Plan And Trust
Sponsored by Accesso Partners, Llc · EIN 200543064 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 116
- 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Recordkeeping, Consulting (pension), Direct payment from the plan | $22,267 |
| Adp Inc | Participant loan processing, Direct payment from the plan, Recordkeeping | $16,599 |