AUMdb

Federal Defenders Of San Diego, Inc. 401(k) Pension Plan

Sponsored by Federal Defenders Of San Diego, Inc. · EIN 952678506 · Plan #001

Total assets
$61.3M
Net assets
$61.3M
Active participants
137
With balances
231

Plan year beginning 10/01/2024 · 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) $70,633
Empower Retirement Advisory Investment management $34,182
Actuarial Benefits Corp Contract administrator $22,579
Wright Ford Young & Co Accounting $14,250
Empower Annuity Insurance Company O Recordkeeping fees $13,258