AUMdb

Acca New England Retirement Savings Plan

Sponsored by Plan Fiduciary Services, Inc. · EIN 273523833 · Plan #005

Total assets
Net assets
Active participants
77
With balances
66

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
Empower Annuity Insurance Company Recordkeeping fees $16,571
American Pension Services, Llc. Contract administrator $6,961
Morgan Stanley Smith Barney Other commissions $0