Axxess Consult, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Axxess Consult, Inc. · EIN 320200143 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 314
- With balances
- 281
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 |
|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $26,830 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,132 |
| Forvis, Llp | Accounting | $12,365 |