Phaxis 401(k) Plan
Sponsored by Phaxis, Llc · EIN 880608565 · Plan #001
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 305
- With balances
- 464
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions, | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $58,874 |
| The Benefit Practice | Recordkeeping, Participant loan processing, Recordkeeping fees | $23,548 |
| Oppenheimer Life Agency | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |