Freedom 401(k) Pooled Employer Plan
Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #044
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 1,010
- With balances
- 1,039
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 |
|---|---|---|
| Stancorp Financial Group | Contract administrator, Recordkeeping, Custodial (other) | $27,748 |
| World Investment Advisors Llc | Investment advisory (plan), Consulting fees | $12,152 |