Messner Reeves Llp Retirement Savings Plan
Sponsored by Messner Reeves Llp · EIN 841303139 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 236
- With balances
- 219
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 |
|---|---|---|
| Bdo Usa, Llp | Contract administrator, Investment advisory (plan), Direct payment from the plan | $40,786 |
| World Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $35,668 |
| Creative Retirement Plan Consulting | Contract administrator, Direct payment from the plan, Other services | $18,716 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $16,721 |