AUMdb

Trax Holdings, Inc 401(k) Plan

Sponsored by Trax Holdings, Inc · EIN 861006665 · Plan #001

Total assets
$5.7M
Net assets
$5.7M
Active participants
67
With balances
107

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
Pfg Advisors, Llc Recordkeeping, Trustee (institutional), Other services $13,545
Adp, Inc. Recordkeeping, Direct payment from the plan, Recordkeeping fees $1,732
Adp Broker Dealer Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees $0