Xinergy 401(k) Plan
Sponsored by Xinergy Corp. · EIN 261153865 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 134
- With balances
- 162
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Ins & Annuity | Investment advisory (participants) | $59,750 |
| Cbiz Benefits & Ins Services | Other services, Other fees | $15,000 |
| Cbiz Investment Advisory | Investment advisory (participants), Other fees | $850 |