AUMdb

Emaxx Retirement Plan

Sponsored by Emaxx Insurance Services, Llc · EIN 300477159 · Plan #001

Total assets
$10.0M
Net assets
$10.0M
Active participants
118
With balances
132

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
One Digital Topco Llc Dba Resources Investment advisory (plan) $24,626
Timescale Financial Inc Other fees $3,041
Empower Annuity Insurance Company O Recordkeeping fees $0