Cxtec Inc. Retirement & Profit Sharing Plan
Sponsored by Cxtec Inc. · EIN 161105670 · Plan #002
- Total assets
- $55.5M
- Net assets
- $55.5M
- Active participants
- 224
- With balances
- 325
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | 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, Recordkeeping fees, Account maintenance fees | $40,421 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $37,914 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $10,565 |