AUMdb

Winxnet 401(k) Plan

Sponsored by Winxnet, Llc · EIN 010528399 · Plan #001

Total assets
$17.9M
Net assets
$17.9M
Active participants
236
With balances
367

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 Llc. Investment advisory (plan), Direct payment from the plan $73,908
The Vanguard Group, Inc. Other fees, Participant loan processing, Recordkeeping $9,180