Iex Group, Inc. 401(k) Profit Sharing Plan
Sponsored by Iex Group, Inc · EIN 800772845 · Plan #001
- Total assets
- $27.5M
- Net assets
- $27.5M
- Active participants
- 162
- With balances
- 225
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan) | $50,956 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $37,425 |
| Bdo | Accounting | $30,200 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $6,518 |