Xl Industries 401(k) Plan
Sponsored by Xl Industries · EIN 844394062 · Plan #001
- Total assets
- $65.7M
- Net assets
- $65.7M
- Active participants
- 255
- With balances
- 438
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
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 | $42,575 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $22,690 |
| Moss Adams Llp | Accounting | $21,000 |
| Rbc Wealth Management | Investment advisory (plan) | $20,000 |