Cexec, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Cexec, Inc. · EIN 541032435 · Plan #001
- Total assets
- $26.3M
- Net assets
- $26.3M
- Active participants
- 92
- With balances
- 145
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | Recordkeeping, Investment management fees (indirect), Shareholder servicing fees | $25,420 |
| Bernard Robinson & Company Llp | Accounting | $17,000 |
| Gallagher Fiduciary Advisors, Llc | Consulting fees | $16,000 |