World Relief 401(k) Plan
Sponsored by World Relief · EIN 236393344 · Plan #003
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 1,211
- With balances
- 1,317
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 |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | 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 | $76,384 |
| Greenspring Advisors | Investment advisory (plan) | $51,631 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $11,196 |