Accutemp/Challenge Tool & Manufacturing 401(k) Retirement Plan
Sponsored by Accutemp Products, Inc. · EIN 351907959 · Plan #001
- Total assets
- $15.5M
- Net assets
- $15.5M
- Active participants
- 145
- With balances
- 209
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 |
| Empower Advisory Group, Llc CRD 112058 | 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) | $25,996 |
| Baden Gage & Schroeder, Llc | Accounting | $16,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $11,187 |
| Latitude Service Company Inc | Contract administrator | $7,600 |
| Empower Advisory Group, Llc | Investment management | $7,019 |