Access 401(k) Plan
Sponsored by Access Sports Medicine & Orthopaedics, P.A. · EIN 020336308 · Plan #002
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 74
- With balances
- 129
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Investment advisory (plan) | $37,381 |
| Capital Group Retirement Plan Svcs | Recordkeeping fees | $10,750 |
| Stephen Eldridge & Company | Contract administrator | $8,000 |
| Charles Schwab & Co., Inc. | Securities brokerage | $0 |