Madix, Inc. 401(k) Profit Sharing Plan
Sponsored by Madix, Inc. · EIN 751094810 · Plan #001 · Terrell, TX
- Total assets
- $72.9M
- Net assets
- $72.9M
- Active participants
- 2,389
- With balances
- 902
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $95,343 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan) | $46,839 |
| Morgan Stanley Smith Barney Llc | Investment advisory (participants) | $46,624 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $25,830 |