Xplor Retirement Plan
Sponsored by Ai Sky Us Bidco, Inc. · EIN 843610328 · Plan #001
- Total assets
- $49.3M
- Net assets
- $49.3M
- Active participants
- 1,074
- With balances
- 962
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 |
|---|---|---|
| Correct Capital Wealth Management, Llc CRD 298774 | deterministic · 100% | 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 | $87,496 |
| Correct Capital Wealth Management | Investment advisory (plan) | $77,705 |
| Sfw Partners, Llc | Accounting | $24,500 |
| Caron & Bletzer, Pllc | Accounting | $17,750 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,951 |