Accretive Technology Group, Inc. 401 (K) Plan
Sponsored by Accretive Technology Group, Inc · EIN 911869389 · Plan #001
- Total assets
- $72.0M
- Net assets
- $72.0M
- Active participants
- 318
- With balances
- 419
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 |
|---|---|---|
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James & Associates Inc | Investment advisory (plan) | $150,548 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$43,484 |