Xr Trading Llc 401(k) Plan
Sponsored by Xr Trading Llc · EIN 743046241 · Plan #001
- Total assets
- $48.6M
- Net assets
- $48.6M
- Active participants
- 84
- With balances
- 166
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $30,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $29,030 |
| Ubs Financial Services Inc | Investment advisory (plan) | $15,920 |
| Rsm | Accounting | $0 |