AUMdb

Rexco, Inc. 401(k) Profit Sharing Plan

Sponsored by Rexco, Inc. · EIN 741467107 · Plan #001

Total assets
$4.4M
Net assets
$4.4M
Active participants
126
With balances
276

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
Sather Financial Group, Inc. CRD 109344 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sather Financial Group, Inc. Trustee (institutional), Investment advisory (participants), Investment advisory (plan) $27,324
Futureplan (Ascensus) Recordkeeping, Consulting (pension), Direct payment from the plan $15,020