AUMdb

Boxout, Llc 401(k) Profit Sharing Plan

Sponsored by Boxout, Llc · EIN 311539854 · Plan #001

Total assets
$24.5M
Net assets
$24.5M
Active participants
255
With balances
352

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $70,986
Empower Annuity Insurance Company O Recordkeeping fees $24,929
Fifth Third Bank Investment advisory (plan) $15,400