AUMdb

Access Sciences Corporation 401(k) Retirement Plan

Sponsored by Access Sciences Corporation · EIN 742429280 · Plan #001

Total assets
$14.0M
Net assets
$14.0M
Active participants
124
With balances
162

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
Assuredpartners Investment Advisors, Llc CRD 309550 deterministic · 100% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $52,350
Pensionmark Financial Group, Llc Investment advisory (plan), Other fees $0
Assuredpartners Investment Advisors Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0