Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Accelerate Investment Advisors LLC
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Accelerate Investment Advisors LLC is named as a service provider on the Schedule C of 51 retirement plans with 100 or more participants for plan year 2024, covering 41,713 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $1.8M. Per plan, the median was $73.42 per participant, with the middle half of plans between $33.88 and $146. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (44), New Jersey (2) and Texas (2).
In 2023 it appeared on 34 such filings; in 2024, 50. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $33.88 | $73.42 | $146 |
| Compensation as a share of plan net assets | 0.13% | 0.18% | 0.26% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Your 401(k) Plan | Plan Professionals, LLC | NJ | 8,694 | $46.1M | $24K |
| Texo Members 401(k) Plan | Texo Abc-Agc, Inc. | TX | 7,018 | $117M | $192K |
| Senior Resource Group 401(k) Retirement Plan | SRG Operating, Inc. | CA | 2,968 | $40.1M | $94K |
| Solis Mammography 401(k) Plan | Comprehensive Breast Care Center of Texas, Inc. | TX | 2,286 | $75.5M | $48K |
| North American Client Services, Inc. 401(k) Plan | North American Client Services, Inc. | CA | 1,814 | $27.2M | $14K |
| Path Corporation 403(b) Plan | Path | CA | 1,673 | $16.6M | $52K |
| Mutual of Omaha Mortgage 401(k) Plan | Mutual of Omaha Mortgage, Inc. | CA | 1,574 | $67.9M | $113K |
| Westmont Living 401(k) Plan | Westmont Living, Inc. | CA | 1,296 | $11.7M | $51K |
| Holliday Rock Co., Inc. 401(k) Profit Sharing Plan | Holliday Rock Co., Inc. | CA | 902 | $34.9M | $52K |
| Main Electric Supply Co. Savings and Investment Plan | Main Electric Supply Company LLC | CA | 864 | $44.4M | $25K |
| Prime Wheel 401(k) Plan | Prime Wheel Corporation | CA | 840 | $9.2M | $1,737 |
| Browning 401(k) Savings Plan | Dick Browning, Inc. | CA | 817 | $31.0M | $60K |
| Mhala 403(b) Plan | Mental Health America of Los Angeles | CA | 609 | $13.4M | $20K |
| Canus Corporation 401(k) Profit Sharing Plan | Canus Corporation | CA | 596 | $20.3M | $25K |
| Careonsite Management, Inc. Employees' 401(k) & Profit Sharing Plan | Careonsite Management, Inc. | CA | 552 | $15.9M | $42K |
| Mangan, Inc. 401(k) Profit Sharing Plan and Trust | Mangan, Inc. | CA | 520 | $85.8M | $25K |
| Rick Engineering 401(k) Retirement Savings Plan | Rick Engineering Company | CA | 516 | $63.0M | $121K |
| McKenna Motor Company, Inc. 401(k) Plan | McKenna Motor Company, Inc. | CA | 505 | $11.0M | $36K |
| Iaba Salary Savings Plan | Institute for Applied Behavior Analysis Corp. | CA | 470 | $5.7M | $15K |
| The Hollywood Roosevelt Hotel 401(k) Plan | Roosevelt Hotel LLC | CA | 442 | $9.6M | $13K |
| KPRS 401(k) Profit Sharing Plan | KPRS Construction | CA | 406 | $31.4M | $60K |
| Fitlab 401(k) Plan | Fitlab, Inc. | CA | 347 | $3.7M | $17K |
| The 401(k) Profit Sharing Plan of Social Model Recovery Systems, Inc. | Social Model Recovery Systems, Inc. | CA | 346 | $4.0M | $1,247 |
| Facing History and Ourselves, Inc. 403(b) Plan | Facing History & Ourselves, Inc. | MA | 325 | $37.5M | $20K |
| Mig 401(k) Plan | Moore Iacofano Goltsman, Inc. | CA | 320 | $40.0M | $55K |
| Cavallo Point LLC 401(k) Profit Sharing Plan & Trust | Cavallo Point LLC | CA | 311 | $4.0M | $7,527 |
| Mission Cloud Services, Inc. 401(k) Plan | Mission Cloud Services, Inc. | CA | 297 | $18.6M | $35K |
| K-1 Packaging Group, LLC 401(k) | K-1 Packaging Group, LLC | CA | 273 | $22.8M | $16K |
| Mocean Retirement Plan | Mocean, LLC | CA | 256 | $25.3M | $38K |
| The Knox Company Retirement Savings Plan | Knox Associates, Inc. | AZ | 249 | $21.2M | $26K |
| Triple H Food Processors, LLC 401(k) Profit Sharing Plan | Triple H Food Processors, LLC | CA | 243 | $5.2M | $13K |
| Rock Paper Scissors, LLC 401(k) Profit Sharing Plan | Rock Paper Scissors, LLC | CA | 234 | $17.8M | $51K |
| Cayuse LLC 401(k) Plan | Cayuse LLC | OR | 223 | $10.4M | $23K |
| Pacific Coast Termite, Inc. 401(k) Plan | Pacific Coast Termite, Inc. | CA | 209 | $12.2M | $29K |
| Kobelco Compressors America, Inc. Profit Sharing 401(k) Plan | Kobelco Compressors America, Inc. | CA | 200 | $14.3M | $26K |
| Martin Bauer, Inc. 401(k) Profit Sharing Plan | Martin Bauer, Inc. | NJ | 196 | $14.1M | $33K |
| So. Cal. Sandbags, Inc. Prevailing Wage Retirement Plan | So. Cal. Sandbags, Inc. | CA | 196 | $4.9M | $21K |
| Jamboree Housing Corporation Erisa 403(b) Plan | Jamboree Housing Corporation | CA | 195 | $9.8M | $17K |
| Collins Electrical Company, Inc. 401(k) Profit Sharing Plan | Collins Electrical Company, Inc. | CA | 193 | $34.0M | $49K |
| Cannon Corporation 401(k) Plan | Cannon Corporation | CA | 189 | $21.8M | $13K |
Questions and answers
How many plans does Accelerate Investment Advisors LLC serve?
51 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Accelerate Investment Advisors LLC?
The median plan reported $73.42 per participant in direct and indirect compensation (51 plans reporting an amount), or 0.18% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (plan) (37 plans), Recordkeeping and information management (8 plans), Trustee (bank, trust company, or similar financial institution) (8 plans) and Other services (8 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.