Accion Labs Us 401(k) Plan
Sponsored by Accion Labs Us, Inc. · EIN 274827982 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 107
- With balances
- 147
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 |
|---|---|---|
| Apollon Wealth Management, Llc CRD 291902 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Apollon Wealth Management Llc | Investment advisory (plan) | $31,897 |
| Empower Annuity Insurance Company | Recordkeeping fees | $9,103 |