Taxbit 401(k) Plan
Sponsored by Taxbit, Inc. · EIN 833266436 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 111
- With balances
- 221
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 |
|---|---|---|
| Forusall Advisors, Llc CRD 167241 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| At Retirement Services, Llc | Claims processing, Recordkeeping, Custodial (other) | $22,541 |
| Forusall, Inc. | Contract administrator, Investment advisory (plan), Investment management fees (direct) | $18,339 |