Canopy Tax 401(k) Plan
Sponsored by Canopy Tax, Inc. · EIN 465164530 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 176
- With balances
- 293
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Guideline, Inc. | Plan administrator, Recordkeeping, Consulting (general) | $8,170 |
| Soltis Investment Advisors | Investment advisory (participants), Investment advisory (plan) | $6,561 |