Ace Relocation Systems, Inc. Savings Plan
Sponsored by Ace Relocation Systems, Inc. · EIN 910652945 · Plan #002
- Total assets
- $20.9M
- Net assets
- $20.8M
- Active participants
- 249
- With balances
- 294
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Concurrent Investment Advisors, Llc | Investment management, Investment management fees (direct) | $20,000 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $16,145 |
| Empower Annuity Insurance Company O | Contract administrator, Direct payment from the plan | $0 |