Axcelus Financial 401(k) Plan
Sponsored by Axcelus Financial Life Insurance Company · EIN 520795747 · Plan #001
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 98
- With balances
- 150
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$5,933 |