James G. Parker Insurance Associates Employees 401 K Plan
Sponsored by James G. Parker Insurance Associates · EIN 942494444 · Plan #002
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 230
- With balances
- 234
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 | Investment advisory (plan) | $34,158 |
| Great West Life And Annuity | Recordkeeping fees | $27,701 |
| Empower Retirement Advisory Service | Investment management | $14,051 |
| Fox & Fox | Contract administrator | $0 |
| Td Ameritrade | Securities brokerage | $0 |