Avixa Savings & Salary Plan
Sponsored by Avixa, Inc. · EIN 540621493 · Plan #002
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 111
- With balances
- 160
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 |
|---|---|---|
| Mercator Investment Management Llc CRD 296809 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $36,412 |
| Mercer Investment Management Inc | Investment advisory (plan) | $35,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,077 |