Ag Express Electronics, Inc. Safe Harbor 401(k) Profit Sharing Plan
Sponsored by Ag Express Electronics, Inc. · EIN 421377440 · Plan #002
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 157
- With balances
- 176
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 |
|---|---|---|
| Arete Wealth Advisors, Llc CRD 145488 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Arete Wealth Advisors, Llc | Investment advisory (plan) | $34,002 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $2,327 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |