Scopelitis Garvin Light Hanson & Feary 401 K Benefit Plan
Sponsored by Scopelitis Garvin Light Hanson & Feary P.C. · EIN 351487550 · Plan #001
- Total assets
- $71.2M
- Net assets
- $71.2M
- Active participants
- 151
- With balances
- 194
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 |
|---|---|---|
| Axia Advisory, Llc CRD 107571 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Axia Advisory Corp | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $24,244 |
| Usi Consulting Group | Recordkeeping, Participant loan processing, Direct payment from the plan | $11,763 |
| Matrix Trust Co | Trustee (institutional), Other investment fees and expenses | $7,825 |