Citrus World, Inc. 401(k) Retirement Plan
Sponsored by Citrus World, Inc. · EIN 590245940 · Plan #333
- Total assets
- $83.5M
- Net assets
- $83.5M
- Active participants
- 642
- With balances
- 677
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Smith Barney | Other services, Distribution (12b-1) fees | $160,714 |
| Newport Group, Inc. | Recordkeeping, Consulting (general), Participant loan processing | $102,077 |