Access Xp Retirement Plan
Sponsored by Access Xp Llc · EIN 852333700 · Plan #002
- Total assets
- $7.5M
- Net assets
- $7.5M
- Active participants
- 221
- With balances
- 157
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 |
|---|---|---|
| Cdp Financial Group, Llc CRD 155725 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cdp Financial Group, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $17,358 |