Auxo Investment Partners, Llc 401(k) Retirement Plan
Sponsored by Auxo Investment Partners, Llc · EIN 813994795 · Plan #001
- Total assets
- $21.6M
- Net assets
- $21.6M
- Active participants
- 280
- With balances
- 271
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 |
|---|---|---|
| Strategies Wealth Advisors, Llc CRD 289913 | deterministic · 100% | 2024 |
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) | $58,350 |
| Strategies Wealth Advisors Llc | Investment advisory (plan), Direct payment from the plan | $46,377 |