The Worthe Real Estate Group, Inc. 401(k) Plan
Sponsored by The Worthe Real Estate Group, Inc. · EIN 954521084 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 97
- With balances
- 132
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $58,133 |
| Merrill Lynch Life Agency, Inc. | Investment advisory (plan), Direct payment from the plan | $43,909 |