Accuserve Solutions, Inc. Retirement Plan
Sponsored by Accuserve Solutions, Inc. · EIN 853173535 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 500
- With balances
- 253
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 |
|---|---|---|
| Relation Wealth Management, Inc. CRD 329961 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $36,147 |
| Kestra Investment Services Llc | Investment advisory (plan) | $19,294 |
| Relation Wealth Management Inc | Investment advisory (plan) | $6,890 |