Plans listing this provider
23
0.04% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Accelerate Investment Advisors LLC
Accelerate Investment Advisors LLC
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $642,908
Assets of those plans
$336,306,048
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$642,908
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 22 |
| 50 | Direct payment from the plan | 4 |
| 26 | Investment advisory (participants) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Senior Resource Group 401(k) Retirement Plan | SRG Operating | $40,140,470 | 2,763 | $94,138 |
| Holliday Rock Co., Inc. 401(k) Profit Sharing Plan | Holliday Rock | $34,865,723 | 481 | $51,884 |
| Collins Electrical Company, Inc. 401(k) Profit Sharing Plan | Collins Electrical | $34,019,878 | 188 | $48,801 |
| Browning 401(k) Savings Plan | Dick Browning | $31,049,842 | 763 | $59,982 |
| North American Client Services, Inc. 401(k) Plan | North American Client Services | $27,226,216 | 659 | $14,194 |
| Mission Cloud Services, Inc. 401(k) Plan | Mission Cloud Services | $18,596,781 | 294 | $34,522 |
| Careonsite Management, Inc. Employees' 401(k) & Profit Sharing Plan | Careonsite Management | $16,017,061 | 501 | $41,580 |
| Kobelco Compressors America, Inc. Profit Sharing 401(k) Plan | Kobelco Compressors America | $14,297,264 | 181 | $26,336 |
| Mhala 403(b) Plan | Mental Health America of Los Angeles | $13,448,503 | 373 | $19,541 |
| Westmont Living 401(k) Plan | Westmont Living | $11,691,915 | 1,240 | $50,739 |
| Delta Health Systems 401(k) Profit Sharing Plan | WM. Michael Stemler Inc. DBA Delta Health Systems | $11,607,099 | 83 | $20,132 |
| Ruhnau Clarke Architects 401(k) PS Plan | Ruhnau Clarke Architects | $11,600,990 | 135 | $22,082 |
| Alliance Funding Group, Inc. 401(k) Plan | Alliance Funding Group | $10,594,588 | 155 | $24,050 |
| Cayuse LLC 401(k) Plan | Cayuse | $10,397,722 | 192 | $23,320 |
| The Hollywood Roosevelt Hotel 401(k) Plan | Roosevelt Hotel | $9,595,064 | 198 | $13,434 |
| Prime Wheel 401(k) Plan | Prime Wheel | $9,217,878 | 282 | $1,737 |
| Visual Data Media Services, LLC 401(k) Plan | Visual Data Media Services | $8,301,821 | 137 | $24,188 |
| Riverside Dental Group and Dental Associate Offices 401(k) Plan | Elias Elliott Lampasi Fehn Harris and Nguyen a Dental Practice I | $5,612,728 | 137 | $18,870 |
| SO. Cal. Sandbags, Inc. Prevailing Wage Retirement Plan | SO. Cal. Sandbags | $4,884,978 | 170 | $21,296 |
| The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. | Social Model Recovery Systems | $3,997,592 | 255 | $1,247 |
| Cavallo Point LLC 401(k) Profit Sharing Plan & Trust | Cavallo Point | $3,970,734 | 247 | $7,527 |
| Fitlab 401(k) Plan | FitLab | $3,742,867 | 286 | $17,367 |
| Amvets Department of California Service Foundation 401(k) Plan | Amvets Department of California Service Foundation | $1,428,334 | 126 | $5,941 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.