Dix 1898, Inc. 401(k) Plan
Sponsored by Dix 1898, Inc. · EIN 340628530 · Plan #002 · Zanesville, OH
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 73
- With balances
- 139
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners Llc | Investment advisory (participants) | $37,529 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $28,888 |