Adwerx,Inc. Retirement Plan
Sponsored by Adwerx, Inc. · EIN 472283655 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 46
- With balances
- 102
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 |
|---|---|---|
| Fiduciary Wealth Management, Llc CRD 284324 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $15,169 |
| Fiduciary Wealth Management | Investment advisory (plan), Direct payment from the plan | $6,000 |