Blue White Industries Retirement Savings Plan
Sponsored by Blue White Industries Ltd · EIN 951952927 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 153
- With balances
- 159
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 |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $25,132 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $20,510 |