AUMdb

Accupac, Llc 401(k) Plan

Sponsored by Accupac, Llc · EIN 232017278 · Plan #002

Total assets
$31.3M
Net assets
$31.3M
Active participants
911
With balances
1,083

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
Bcg Securities, Inc. CRD 70 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bcg Securities Investment advisory (plan) $67,692
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $8,390