The World Group Savings And Investment Plan
Sponsored by World Group Llc · EIN 822539058 · Plan #002
- Total assets
- $75.1M
- Net assets
- $75.1M
- Active participants
- 876
- With balances
- 976
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 |
|---|---|---|
| Highland Consulting Associates Inc. CRD 109834 | deterministic · 100% | 2024 |
| Cookson Peirce & Co Inc CRD 110729 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $66,551 |
| Highland Consulting Associates | Investment management, Direct payment from the plan | $23,079 |
| Cookson Peirce & Co Inc | Investment advisory (participants), Direct payment from the plan | $5,260 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Float revenue | $85 |