First Express 401(k) Plan
Sponsored by First Express, Inc. · EIN 621560314 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 90
- With balances
- 68
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 |
|---|---|---|
| Koshinski Asset Management, Inc. Dba Ipi Asset Management, Inc. CRD 111872 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins. Co Of America | Recordkeeping fees | $15,461 |
| Ipi Wealth Management Inc | Investment advisory (plan) | $14,413 |
| Ascensus Holdings Dba Futureplan By | Contract administrator | $2,150 |
| Empower Advisory Group, Llc | Investment management | $1,693 |