AUMdb

Accesscny, Inc. Employees' Retirement Plan And Trust

Sponsored by Accesscny, Inc. · EIN 150532247 · Plan #001

Total assets
$15.8M
Net assets
$15.8M
Active participants
1,248
With balances
455

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
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $102,511
Actuarial Pension Analysts Inc Recordkeeping, Participant loan processing, Recordkeeping fees $17,276
Cambridge Investment Research Insurance agents and brokers, Insurance services, Insurance brokerage commissions $0