Acadia Realty Trust 401(k) Savings And Retirement Plan
Sponsored by Acadia Realty Limited Partnership · EIN 232724653 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 130
- With balances
- 173
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 |
|---|---|---|
| Cfs Investment Advisory Services Llc CRD 106577 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cfs Investment Advisory Services | Investment advisory (plan) | $20,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $19,809 |