Xifin, Inc. 401(k) Plan
Sponsored by Xifin, Inc. · EIN 330769145 · Plan #001
- Total assets
- $66.9M
- Net assets
- $66.9M
- Active participants
- 1,022
- With balances
- 1,111
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $205,715 |
| Trombino Pension Administrators Inc | Other services, Direct payment from the plan, Other fees | $31,389 |
| Onedigital Investment Advisors | Investment advisory (plan), Other fees | $0 |