AUMdb

Access Clinical Partners, Llc 401(k) Plan

Sponsored by Access Clinical Partners, Llc · EIN 352411513 · Plan #001

Total assets
$67.2M
Net assets
$67.2M
Active participants
3,521
With balances
1,408

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $126,339
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $4,030
Tbs Agency Inc Other services, Other commissions $0