Accusoft Corporation 401(k) Plan
Sponsored by Accusoft Corporation · EIN 391808391 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 127
- With balances
- 183
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Royal Fund Management, Llc CRD 144434 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $72,578 |
| Royal Fund Management Llc | Investment advisory (plan) | $44,997 |
| Empower Advisory Group | Investment management | $2,492 |
| Martin, Martin, Randall & Associate | Contract administrator | $0 |