The Proconex Group 401 K Plan
Sponsored by Proconex · EIN 231439311 · Plan #005
- Total assets
- $89.7M
- Net assets
- $89.7M
- Active participants
- 343
- With balances
- 419
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Innovative Investment Fiduciaries, Llc CRD 159814 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Innovative Investment Fiduciaries | Investment advisory (plan) | $39,581 |
| Kreischer Miller | Accounting | $13,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,079 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$83,200 |