AUMdb

Worley Group Inc. 401(k) Plan

Sponsored by Worley Group Inc. · EIN 942624994 · Plan #001

Total assets
$1.4B
Net assets
$1.4B
Active participants
5,779
With balances
6,174

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $509,939
Alliant Retirement Consulting Insurance agents and brokers, Insurance brokerage commissions $115,000
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0