Currency Exchange International 401 K Ps Plan
Sponsored by Currency Exchange International · EIN 261126442 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 289
- With balances
- 175
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 |
|---|---|---|
| Sharebuilder Advisors, Llc CRD 300537 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sharebuilder Advisor Llc | Investment advisory (plan), Direct payment from the plan | $30,737 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $10,653 |