Acumera, Inc. 401(k) Plan
Sponsored by Acumera, Inc. · EIN 743050025 · Plan #001
- Total assets
- $4.1M
- Net assets
- $4.1M
- Active participants
- 203
- With balances
- 105
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 |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stadion Money Management | Investment advisory (participants) | $11,674 |
| Lincoln National Corporation | Contract administrator | $9,019 |
| Morgan Stanley Global Banking Opera | Investment advisory (plan) | $4,019 |
| Retirement Solutions Specialists | Recordkeeping | $3,126 |
| Morgan Stanley Global Banking | Investment advisory (plan) | $1,854 |
| Morgan Stanley | Investment advisory (plan) | $1,687 |