Wdp Pooled Employer Plan
Sponsored by Axios Advisory Group, Llc · EIN 251722805 · Plan #003
- Total assets
- $60.9M
- Net assets
- $60.7M
- Active participants
- 3,990
- With balances
- 2,156
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $183,228 |
| Empower Annuity Insurance Company | Recordkeeping fees | $107,947 |
| Cota Street Investment Mangement | Investment management | $65,265 |
| Axios Advisory Group Ltd | Contract administrator | $32,670 |
| Benefit Trust Company | Investment advisory (plan) | $4,290 |