Access Bank 401(k) Plan
Sponsored by Access Bank · EIN 261375622 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 125
- With balances
- 160
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 |
|---|---|---|
| Royal Wealth Management, Inc. CRD 147636 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Royal Wealth Management | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $17,870 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $4,899 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |