AUMdb

Rms Easyplan

Sponsored by Access Plans, Llc · EIN 853473108 · Plan #006

Total assets
$126M
Net assets
$122M
Active participants
3,738
With balances
3,578

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) $217,443
Lee Cpa Group Accounting $13,000