AUMdb

Dxi Construction, Inc. 401(k) Profit Sharing Plan

Sponsored by Dxi Construction, Inc. · EIN 521296506 · Plan #001

Total assets
$13.9M
Net assets
$13.8M
Active participants
286
With balances
287

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
Wells Fargo Clearing Services, Llc CRD 19616 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $53,255
Wells Fargo Advisors Llc Investment advisory (plan), Investment management fees (direct) $31,724
Benefit Audit Group Llc Accounting, Direct payment from the plan $9,500