World Learning, Inc. Retirement Plan
Sponsored by World Learning, Inc. · EIN 030179592 · Plan #001
- Total assets
- $96.3M
- Net assets
- $96.3M
- Active participants
- 457
- With balances
- 1,083
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Trg Investment Advisors, Llc CRD 315629 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $63,429 |
| Trg Investment Advisors, Llc | Investment management, Direct payment from the plan, Investment management fees (indirect) | $45,000 |