Xaloy 401 K Plan
Sponsored by Xaloy Llc · EIN 814251752 · Plan #001
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 235
- With balances
- 286
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 |
|---|---|---|
| Intellicents Investment Solutions Inc CRD 107498 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intellicents Investment Solutions | Investment management, Direct payment from the plan | $41,705 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $24,834 |