Accosys, Inc. 401(k) Profit Sharing Plan
Sponsored by Accosys, Inc. · EIN 980393862 · Plan #001
- Total assets
- $78.7M
- Net assets
- $78.7M
- Active participants
- 978
- With balances
- 1,173
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 |
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $58,064 |
| Creative Planning Llc | Investment advisory (plan) | $44,693 |
| Charles Schwab & Co., Inc. | Investment advisory (participants), Securities brokerage, Direct payment from the plan | $1,981 |