Exos Retirement Plan
Sponsored by Exos · EIN 562590587 · Plan #001
- Total assets
- $49.5M
- Net assets
- $49.5M
- Active participants
- 2,351
- With balances
- 1,259
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $150,913 |
| Global Retirement Partners, Llc | Investment advisory (plan), Consulting fees | $65,849 |
| Charles Schwab Bank | Custodial (securities), Shareholder servicing fees | $17,444 |