A World For Children 401(k) Plan
Sponsored by A World For Children · EIN 742811105 · Plan #001
- Total assets
- $4.3M
- Net assets
- $4.3M
- Active participants
- 79
- With balances
- 142
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 |
|---|---|---|
| Carlin Wealth Management Group, Llc CRD 325306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Carlin Wealth Management Group | Investment advisory (plan) | $13,903 |
| Lincoln National Corporation | Contract administrator | $1,093 |