Retirement Income Security Plan Taxhawk, Inc.
Sponsored by Taxhawk, Inc. · EIN 861018210 · Plan #003
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 148
- With balances
- 157
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Prudent Investor Advisors, Llc CRD 121922 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $97,837 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $6,652 |
| Prudent Investor Advisors | Investment advisory (plan), Investment management, Investment management fees (direct) | $6,522 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $6,177 |