AUMdb

Vexos 401(k) Plan

Sponsored by Vexos, Inc. & Subsidiaries · EIN 204054968 · Plan #002

Total assets
$15.7M
Net assets
$15.7M
Active participants
114
With balances
248

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
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $27,354
One Digital Investment Advisors Investment advisory (plan), Direct payment from the plan $19,923