Acero 401(k) Plan
Sponsored by Acero Schools · EIN 364235934 · Plan #001
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 680
- With balances
- 571
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Llc CRD 151559 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners | Consulting (pension), Investment advisory (plan), Investment management | $78,879 |
| Correll Co. | Recordkeeping, Participant loan processing, Participant communication | $28,283 |