AUMdb

Conexess Group 401(k) Plan

Sponsored by Conexess Group, Llc · EIN 264428255 · Plan #001

Total assets
$6.0M
Net assets
$6.0M
Active participants
114
With balances
136

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Recordkeeping fees $42,822
Burleigh Consulting Group Inc Contract administrator $6,280
Kestra Investment Services Llc Other fees $0