Xactly Corporation 401(k) Plan
Sponsored by Xactly Corporation · EIN 113744289 · Plan #001
- Total assets
- $46.9M
- Net assets
- $46.9M
- Active participants
- 231
- With balances
- 546
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $154,318 |
| Moss Adams Llp | Accounting | $51,865 |
| Lpl Financial | Investment advisory (plan) | $25,000 |
| Empower Advisory Group, Llc | Investment management | $1,962 |