Simon Pearce (Us) Llc 401(k) Ps & Trust
Sponsored by Simon Pearce (Us) Llc · EIN 030278920 · Plan #001
- Total assets
- $18.7M
- Net assets
- $18.7M
- Active participants
- 261
- With balances
- 338
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $39,972 |
| Pensionmark Financial Group Llc | Investment advisory (plan), Direct payment from the plan | $18,269 |
| World Investment Advisors | Investment advisory (plan), Direct payment from the plan | $6,149 |