Logix Employment Services, Inc. Employee Savings Plan
Sponsored by Logix Employment Services,Inc. · EIN 954341911 · Plan #001
- Total assets
- $173M
- Net assets
- $173M
- Active participants
- 841
- With balances
- 1,074
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 |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Kah Capital Management, Llc CRD 298287 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kaye Capital Management | Investment advisory (plan), Direct payment from the plan | $49,000 |
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $48,439 |
| Moss Adams | Accounting, Direct payment from the plan | $9,975 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Mid Atlantic Capital Corporation | Securities brokerage, Securities brokerage commissions | $0 |