Ixonia Bank 401(k) Savings Plan
Sponsored by Ixonia Bank · EIN 390369710 · Plan #002
- Total assets
- $14.8M
- Net assets
- $14.8M
- Active participants
- 587
- With balances
- 587
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 |
|---|---|---|
| Private Advisor Group, Llc CRD 155216 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Private Advisor Group Llc | Investment advisory (plan) | $51,022 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $28,790 |