Netrix, Llc 401(k) Plan & Trust
Sponsored by Netrix, Llc · EIN 364413678 · Plan #001
- Total assets
- $45.5M
- Net assets
- $45.5M
- Active participants
- 341
- With balances
- 474
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Inc. | Investment advisory (participants) | $242 |
| Morningstar Investment Management | Investment advisory (participants) | $85 |
| Fgmk Financial Services, Llc | Other services | $0 |