Acelero, Inc. 401(k) Plan
Sponsored by Acelero, Inc. · EIN 300077025 · Plan #002
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 1,721
- With balances
- 1,086
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $116,112 |
| Creative Planning Llc | Investment advisory (plan) | $46,944 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $16,804 |