World Choice Investments, Llc & Great Choice Investments, Llc 401(k) Plan
Sponsored by World Choice Investments, Llc & Great Choice Investments, Llc · EIN 621482653 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 633
- With balances
- 453
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
| Rpa Financial, Llc CRD 294105 | deterministic · 100% | 2024 |
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Investment management fees (indirect), Float revenue, Recordkeeping fees | $46,681 |
| Lpl Financial Corporation | Investment advisory (plan) | $11,715 |
| Erisa Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,079 |
| Osaic Wealth, Inc. | Investment advisory (plan) | $4,118 |
| Rpa Financial, Llc | Investment advisory (plan) | $2,751 |
| Woodbury Financial Services | Investment advisory (plan) | $1,361 |