World Retirement Plan
Sponsored by World Insurance Associates Llc · EIN 453601219 · Plan #001
- Total assets
- $149M
- Net assets
- $149M
- Active participants
- 2,777
- With balances
- 2,219
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 |
|---|---|---|
| Charles Schwab & Co., Inc. CRD 5393 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $30,334 |
| Cota Street Investment Management | Investment management | $6,074 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $3,978 |