Xtivia, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Xtivia, Inc. · EIN 134054927 · Plan #002
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 185
- With balances
- 198
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $47,856 |
| Empower Advisory Group, Llc | Investment management | $11,728 |
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $4,369 |
| Apw Capital Inc | Other commissions | $0 |
| Apw Capital Inc | Other fees | $0 |