Annex Wealth Management, Llc 401(k) Retirement Plan
Sponsored by Annex Wealth Management, Llc · EIN 680524298 · Plan #001
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 148
- With balances
- 177
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 |
|---|---|---|
| Ppg Retirement Plan Services | Other services | $0 |