Accord Corporation 403(b) Plan
Sponsored by Accord Corporation · EIN 222218884 · Plan #001
- Total assets
- $4.6M
- Net assets
- $4.6M
- Active participants
- 111
- With balances
- 169
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Milestone Consultants, Inc. CRD 286406 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milestone Consultants, Inc. | Investment advisory (plan), Other fees | $11,188 |
| Nationwide | Participant loan processing, Recordkeeping fees, Other fees | $8,345 |
| Rimkus, Marciano & Associates Inc | Participant loan processing, Other fees | $700 |
| Equitable Financial Life Insurance | Trustee (directed), Investment management, Participant loan processing | $120 |