Ixsystems Inc.401(k) Profit Sharing Plan & Trust
Sponsored by Ixsystems, Inc. · EIN 273007169 · Plan #001
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 169
- With balances
- 181
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | 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 |
|---|---|---|
| Wells Fargo Advisors Llc | Investment advisory (plan) | $34,088 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $14,253 |
| Empower Advisory Group, Llc | Investment management | $1,076 |