Doxo, Inc. Retirement Trust
Sponsored by Doxo, Inc. · EIN 263272091 · Plan #002
- Total assets
- $9.4M
- Net assets
- $9.4M
- Active participants
- 86
- With balances
- 119
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Northwestern Mutual Wealth Mgmt Co | Investment advisory (plan) | $15,838 |
| Hunnex And Shoemaker Inc | Contract administrator | $5,440 |
| Empower Advisory Group, Llc | Investment management | $43 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $0 |