AUMdb

Rexius Forest By Products, Inc. 401(k) Profit Sharing Plan

Sponsored by Rexius Forest By Products, Inc. · EIN 930925466 · Plan #001

Total assets
$8.4M
Net assets
$8.4M
Active participants
228
With balances
139

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
Sapient Private Wealth Management Services, Llc CRD 159419 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sapient Private Wealth Management Consulting (general), Investment advisory (plan), Investment management $45,119