The Bazooka Companies, Llc 401(k) Plan
Sponsored by The Bazooka Companies, Llc · EIN 874124180 · Plan #001
- Total assets
- $13.1M
- Net assets
- $13.1M
- Active participants
- 215
- With balances
- 147
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) | $19,437 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $2,957 |
| Capital Group Retirement Plan Svcs. | Recordkeeping fees | $1,025 |