Formax 401(k) Pension Plan And Trust
Sponsored by Formax, Llc · EIN 020407657 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 81
- With balances
- 118
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 |
|---|---|---|
| Equity Services, Inc. CRD 265 | deterministic · 100% | 2024 |
| Twelve Points Wealth Management Llc CRD 171107 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Custodial (securities), Recordkeeping fees | $21,221 |
| Twelve Points Wealth Management Llc | Investment advisory (plan) | $7,238 |
| Plan Integrity Partners Llc | Consulting (pension) | $1,693 |
| Equity Services Inc | Investment advisory (plan) | $0 |