Carrier Access 401(k) Plan
Sponsored by Carrier Access Inc. · EIN 200545373 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 66
- With balances
- 63
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 |
|---|---|---|
| Sanctuary Wealth Advisors Llc CRD 285428 | deterministic · 100% | 2024 |
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 | $18,539 |
| American United Life Insurance Co | Recordkeeping, Recordkeeping fees, Direct payment from the plan | $479 |
| Qualified Plan Consultants | Other services, Other fees | $0 |
| Sanctuary Advisors, Llc | Investment advisory (plan), Other fees | $0 |