Xanitos Inc. 401 K Profit Sharing Plan And Trust
Sponsored by Xanitos Inc. · EIN 261798735 · Plan #001
- Total assets
- $6.0M
- Net assets
- $5.9M
- Active participants
- 2,782
- With balances
- 385
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $40,652 |
| Securities America Advisors Inc | Investment advisory (plan), Investment management fees (direct) | $12,611 |