The Architect Retirement Pep
Sponsored by The Finway Group · EIN 421468222 · Plan #010
- Total assets
- $146M
- Net assets
- $146M
- Active participants
- 6,239
- With balances
- 2,988
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 |
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| World Investment Advisors | Investment advisory (plan), Other fees | $57,543 |
| Cota Street Inv. Mgmt | Investment management | $44,984 |
| Brokers Intl | Investment advisory (plan) | $16,852 |
| Cerity Partners Retirement | Investment advisory (plan) | $16,112 |
| Olsen Thielen | Other fees | $14,300 |
| The Finway Group | Contract administrator | $11,450 |
| Benefit Trust Co. | Other fees | $5,982 |