Anixter Center Incentive Savings Plan
Sponsored by Lester & Rosalie Anixter Center · EIN 362244895 · Plan #001
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 168
- With balances
- 209
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $30,816 |
| Bdo Usa , Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $29,260 |
| Creative Planning Holdco, Llc | Recordkeeping, Consulting (pension), Direct payment from the plan | $20,053 |
| Mesirow Financial Inc | Recordkeeping, Consulting (pension), Direct payment from the plan | $6,630 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |