The 401(k) Profit Sharing Plan And Trust Of World Wide Movers, Inc.
Sponsored by World Wide Movers, Inc. · EIN 920031485 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 114
- With balances
- 171
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 |
|---|---|---|
| Patterson Advisors, Llc CRD 137238 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pathstone Advisors Inc. | Investment advisory (participants), Investment advisory (plan) | $39,637 |
| Sabey Cpa, Pllc | Accounting | $32,350 |
| Nwps | Recordkeeping | $27,405 |
| Charles Schwab Trust Co | Custodial (other) | $4,558 |