Acquis Consulting Group, Llc Retirement Plan
Sponsored by Acquis Consulting Group, Llc · EIN 133990791 · Plan #002
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 144
- With balances
- 159
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 |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $53,285 |
| Alliance Bernstein Lp | Investment advisory (plan), Investment management fees (direct) | $34,991 |
| Merrill Lynch | Investment advisory (plan), Investment management fees (direct) | $5,754 |