Our World Neighborhood Charter School 401(k) Plan
Sponsored by Our World Neighborhood Charter School · EIN 113602805 · Plan #001
- Total assets
- $14.9M
- Net assets
- $14.9M
- Active participants
- 184
- With balances
- 377
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wbg Advisors Llc | Investment advisory (plan) | $25,501 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $6,446 |
| United Benefit Pensions Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,382 |