Access Pooled Employer Plan Series Ii
Sponsored by Access Plans Llc · EIN 853473108 · Plan #005
- Total assets
- $74.9M
- Net assets
- $72.6M
- Active participants
- 7,415
- With balances
- 1,867
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 |
|---|---|---|
| Alerus Financial Na | Recordkeeping, Trustee (institutional), Trustee (discretionary) | $138,466 |
| Lee Cpa Group | Accounting | $19,027 |