Phoenix Technology Services 401(k) Plan
Sponsored by Phoenix Technology Services Usa Inc. · EIN 760606716 · Plan #001
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 510
- With balances
- 410
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 |
|---|---|---|
| Fidelity Workplace Services Llc | Plan administrator, Trustee (discretionary), Investment management | $53,242 |
| World Investment Advisors Llc | Investment advisory (plan) | $47,415 |