Acadia Hr Mep Plan
Sponsored by Hudson Valley Staff, Ltd. Dba Acadia Hr · EIN 141725479 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 238
- With balances
- 183
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 |
|---|---|---|
| Beyond Wealth Management Group, Llc CRD 293291 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $40,011 |
| Compass 360, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $34,523 |
| Beyond Wealth Management Group Llc | Investment advisory (plan) | $31,450 |
| Aafcpas | Accounting | $30,284 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $2,021 |