Xad, Inc. 401(k) Plan
Sponsored by Xad, Inc. · EIN 330942669 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 182
- With balances
- 360
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 |
|---|---|---|
| Newfront Retirement Services, Inc. CRD 167641 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newfront Retirement Services Inc | Investment advisory (plan) | $41,670 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $40,977 |