Exagen Inc. 401(k) Plan
Sponsored by Exagen Inc. · EIN 200434866 · Plan #002
- Total assets
- $14.3M
- Net assets
- $14.3M
- Active participants
- 216
- With balances
- 281
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $34,208 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $21,004 |
| Ascensus | Contract administrator, Direct payment from the plan, Other services | $7,530 |