Acorn Stairlifts, Inc 401(k) Plan
Sponsored by Acorn Stairlifts, Inc · EIN 593670273 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 454
- With balances
- 542
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $30,183 |
| Resources Investment Advisors, Llc | Investment management | $23,676 |
| Bates & Company, Pa | Recordkeeping, Participant loan processing, Recordkeeping fees | $17,249 |
| Bank Of America Na | Investment advisory (plan) | $10,646 |
| Empower Annutiy Insurance Company | Recordkeeping fees | $4,680 |
| First Party Administrator, Llc | Contract administrator | $2,085 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $216 |