Colorado Allergy & Asthma Centers, P.C. Profit Sharing 401(k) Plan
Sponsored by Colorado Allergy & Asthma Centers, P.C. · EIN 840735271 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 121
- With balances
- 151
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 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $33,723 |
| World Investment Advisor | Investment advisory (plan), Direct payment from the plan | $27,900 |
| Charles Schwab & Co, Inc | Securities brokerage, Direct payment from the plan, Securities brokerage commissions | $10 |