Rocket Lawyer 401(k) Plan
Sponsored by Rocket Lawyer Incorporated · EIN 263054379 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 245
- With balances
- 186
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) | $36,536 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $24,348 |