AUMdb

Richfield Living 403(b) Plan

Sponsored by Richfield Living · EIN 540534606 · Plan #003

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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) $16,667
Retirement Plan Solutions Inc Contract administrator $9,196
Pensionmark Financial Group Llc Recordkeeping fees $8,606