Xceedance, Inc. 401(k) Retirement Savings Plan
Sponsored by Xceedance, Inc. · EIN 472037577 · Plan #001
- Total assets
- $5.0M
- Net assets
- $5.0M
- Active participants
- 216
- With balances
- 119
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 |
|---|---|---|
| Twelve Points Wealth Management Llc CRD 171107 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Twelve Points Wealth Management Llc | Investment advisory (plan) | $11,795 |
| John Hancock Retirement Plan Svcs | Recordkeeping, Participant loan processing, Float revenue | $7,255 |