AUMdb

Axogen Corporation 401(k) Plan

Sponsored by Axogen Corporation · EIN 550805988 · Plan #001

Total assets
$37.6M
Net assets
$37.6M
Active participants
448
With balances
516

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $63,666
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $29,974
Eisneramper Llp Accounting $24,045
Rjl Pension Services Inc Contract administrator $18,841
Empower Advisory Group, Llc Investment management $4,494