Acc 401(k) Plan
Sponsored by Acceleration, Llc Dba Acceleration Community Of Companies · EIN 823270559 · Plan #001
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 299
- With balances
- 198
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 |
|---|---|---|
| Aurora Private Wealth, Inc. CRD 281604 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aurora Private Wealth Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $8,596 |
| Securities America, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management | $7,152 |
| Actuarial Benefit Corp. | Consulting (general) | $7,053 |
| The Vanguard Group, Inc. | Recordkeeping fees | $1,685 |