Specified Air Solutions, Llc Profit Sharing Plan
Sponsored by Roberts Gordon Llc · EIN 161561076 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
| Highmark Wealth Management Llc CRD 164790 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock | Recordkeeping, Sub-transfer agency fees, Other insurance wrap fees | $48,570 |
| Hancock Ascew, & Co., Llp | Accounting | $23,900 |
| World Investment Advisors, Llc | Investment advisory (plan) | $17,215 |
| Highmark Wealth Management, Llc | Investment advisory (participants) | $14,215 |