Agilex Business Solutions 401(k) Plan
Sponsored by Agilex Business Solutions, Llc · EIN 811011017 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 714
- With balances
- 321
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $45,942 |
| Creative Planning | Investment advisory (plan) | $16,817 |
| Peak Retirement Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,991 |