Plans listing this provider
25
0.04% of the 56,420 plans with Schedule H financials; 18 in 2023
Providers › Accelerate Investment Advisors LLC
Accelerate Investment Advisors LLC
- Service provider, as named on Schedule C
- EIN 922678185
- Plan year 2024
- Direct compensation reported $883,138
Assets of those plans
$740,953,583
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
8
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$883,138
84% 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 |
|---|---|---|
| 99 | Other fees | 13 |
| 27 | Investment advisory (plan) | 12 |
| 50 | Direct payment from the plan | 9 |
| 15 | Recordkeeping and information management | 8 |
| 21 | Trustee (bank, trust company or similar) | 8 |
| 49 | Other services | 8 |
| 64 | Recordkeeping fees | 8 |
| 17 | Consulting (pension) | 3 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Texo Members 401(k) Plan | Texo Abc-agc | $117,075,362 | 2,149 | $191,926 |
| Mangan, Inc. 401(k) Profit Sharing Plan and Trust | Mangan | $85,833,435 | 470 | $25,000 |
| Solis Mammography 401(k) Plan | Comprehensive Breast Care Center of Texas | $75,547,356 | 2,116 | $48,000 |
| Mutual of Omaha Mortgage 401(k) Planrecordkeeper | Synergy One Lending | $67,918,357 | 1,120 | $112,640 |
| Your 401(k) Plan | Plan Professionals | $46,099,107 | 2,849 | $0 |
| Main Electric Supply Co. Savings and Investment Plan | Main Electric Supply | $44,436,564 | 781 | $25,000 |
| MIG 401(k) Planrecordkeeper | Moore Iacofano Goltsman | $40,049,158 | 310 | $54,885 |
| KPRS 401(k) Profit Sharing Plan | KPRS Construction | $31,369,480 | 402 | $0 |
| Mocean Retirement Plan | Mocean | $25,271,650 | 244 | $0 |
| K-1 Packaging Group 401(k) Profit Sharing Planrecordkeeper | K-1 Packaging Group | $22,795,241 | 192 | $15,619 |
| Cannon Corporation 401(k) Plan | Cannon | $21,809,252 | 164 | $13,285 |
| Suss Microtec, Inc 401(k) Plan | Suss Microtec | $21,370,977 | 114 | $36,764 |
| The Knox Company Retirement Savings Plan | Knox Associates | $21,174,748 | 225 | $26,477 |
| Canus Corporation 401(k) Profit Sharing Planrecordkeeper | Canus | $20,326,048 | 343 | $25,362 |
| Rock Paper Scissors, LLC 401(k) Profit Sharing Plan | Rock Paper Scissors | $17,779,063 | 162 | $51,366 |
| Samuelsen, Gonzalez, Valenzuela & Brown 401(k) Plan | Samuelsen Gonzalez Valenzuela & Brown | $16,044,943 | 130 | $20,406 |
| Crew, Inc. 401(k) Retirement Plan | Crew | $14,401,285 | 99 | $37,908 |
| Martin Bauer, Inc. 401(k) Profit Sharing Planrecordkeeper | Martin Bauer | $14,134,897 | 177 | $33,104 |
| Pacific Coast Termite, Inc. 401(k) Planrecordkeeper | Pacific Coast Termite | $12,220,837 | 180 | $29,496 |
| Mckenna Motor Company, Inc. 401(k) Planrecordkeeper | Mckenna Motor | $11,010,208 | 464 | $36,250 |
| Iaba Salary Savings Plan | Institute for Applied Behavior Analysis | $5,703,005 | 440 | $15,230 |
| Triple H Food Processors, LLC 401(k) Profit Sharing Plan | Triple H Food Processors | $5,195,978 | 210 | $13,047 |
| Summit Career College 401(k) Profit Sharing Planrecordkeeper | Summit Career College | $3,386,632 | 138 | $15,166 |
| Choice Pooled Employer Plan II | Transamerica | $0 | 0 | $56,207 |
| Redrock 401(k) Plan | Redrock Technologies | $0 | 0 | $0 |
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.