Associated Clinic Of Psychology 401(k) Profit Sharing Plan
Sponsored by Associated Clinic Of Psychology, Inc. · EIN 411425197 · Plan #001
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 259
- With balances
- 338
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) | $89,023 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $10,975 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,691 |
| Morgan Stanely Smith Barney Llc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |