Callibrity Solutions 401(k) Plan
Sponsored by Callibrity Solutions, Llc · EIN 208677704 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 104
- With balances
- 141
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 |
|---|---|---|
| Axecap Investments, Llc CRD 314674 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| 365 Wealth Management | Investment advisory (plan) | $9,709 |
| Benefits Administrators Llc | Recordkeeping | $2,079 |