AUMdb

Acore Capital 401(k) Plan

Sponsored by Acore Capital, Lp · EIN 300865622 · Plan #001

Total assets
$16.8M
Net assets
$16.8M
Active participants
123
With balances
154

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $1,755