AUMdb

Access Cig, Llc 401(k) Profit Sharing Plan

Sponsored by Access Cig · EIN 200673169 · Plan #001

Total assets
$66.6M
Net assets
$66.6M
Active participants
1,307
With balances
1,489

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
Kestra Advisory Services, Llc CRD 283330 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $138,476
Kestra Advisory Services Llc Investment advisory (plan) $54,991
Empower Advisory Group, Llc Investment management $32,531