AUMdb

Accurate Background 401(k) Plan

Sponsored by Accurate Background, Llc · EIN 330796904 · Plan #001

Total assets
$42.4M
Net assets
$42.4M
Active participants
575
With balances
826

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $57,531
Global Retirement Partners Llc Investment advisory (plan) $40,000
Haskell White Llp Accounting $16,125