AUMdb

Autox Technologies, Inc. Retirement Plan

Sponsored by Autox Technologies, Inc. · EIN 813490792 · Plan #001

Total assets
$7.0M
Net assets
$7.0M
Active participants
42
With balances
120

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Transitions Finance Strategies Other services $3,186
Voya Retirement Insurance & Annuity Investment advisory (participants), Investment advisory (plan) $0
Morninstar Investment Mgmt Investment advisory (participants) $0