Fox World Travel, Inc. 401(k) Plan
Sponsored by Fox World Travel, Inc. · EIN 391034696 · Plan #001
- Total assets
- $25.2M
- Net assets
- $25.2M
- Active participants
- 341
- With balances
- 361
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $80,379 |
| Morgan Stanley | Investment advisory (plan) | $41,820 |
| Empower Advisory Group, Llc | Investment management | $11,732 |
| Dufek & Company, Llc | Accounting | $3,750 |