Simpson Housing 401(k) Retirement Plan
Sponsored by Simpson Housing Lllp · EIN 260136283 · Plan #001
- Total assets
- $72.7M
- Net assets
- $72.7M
- Active participants
- 632
- With balances
- 858
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $79,934 |
| World Investment Advisors Llc | Investment advisory (plan) | $30,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,402 |