Access Group, Inc. 401(k) Plan
Sponsored by Access Group, Inc. · EIN 621665314 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 346
- With balances
- 156
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 |
|---|---|---|
| Stephens Inc. CRD 3496 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stephens Inc | Investment advisory (plan), Direct payment from the plan | $29,433 |
| Ascensus Llc | Other fees, Recordkeeping fees, Participant loan processing | $17,245 |