Worldwide Members' Multiple Employer Plan
Sponsored by Worldwide Buying Group · EIN 912146795 · Plan #333
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 724
- With balances
- 494
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 |
|---|---|---|
| Rbs Wealth Management, Llc CRD 336536 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nwps, Inc | Recordkeeping, Consulting (general), Participant loan processing | $64,306 |
| Rbc Wealth Management | Investment advisory (participants), Investment advisory (plan), Investment management | $44,729 |
| Cliftonlarsonallen, Llp | Accounting, Direct payment from the plan | $26,250 |
| Charles Schwab Trust Bank | Recordkeeping, Custodial (securities), Direct payment from the plan | $9,501 |