Blufox Mobile 401(k) Plan
Sponsored by Blufox Mobile Llc · EIN 821471419 · Plan #003
- Total assets
- $1.2M
- Net assets
- $1.2M
- Active participants
- 395
- With balances
- 155
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 |
|---|---|---|
| Greenline Wealth Management Llc CRD 298397 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $3,746 |
| Greenline Wealth Management, Llc | Investment advisory (plan) | $1,485 |