Shepard Exposition Services, Inc. 401(k) Plan
Sponsored by Shepard Exposition Services, Inc. · EIN 581463468 · Plan #004
- Total assets
- $39.0M
- Net assets
- $39.0M
- Active participants
- 876
- With balances
- 609
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $69,612 |
| World Investment Advisors Llc | Investment advisory (plan) | $59,055 |