The Association Of International Certified Professional Accountants 401(k) Retirement Plan
Sponsored by The Association Of International Certified Professional Accountants · EIN 364847532 · Plan #001
- Total assets
- $269M
- Net assets
- $269M
- Active participants
- 724
- With balances
- 1,072
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 |
|---|---|---|
| Wealthstar Advisors, Llc CRD 164957 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $98,231 |
| Wealthstream Advisors Inc | Investment advisory (participants), Direct payment from the plan | $29,883 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $2,370 |