Expensify 401(k) Plan
Sponsored by Expensify, Inc · EIN 270239450 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 70
- With balances
- 112
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 |
|---|---|---|
| Pensionmark Financial Group Llc | Investment advisory (plan), Direct payment from the plan | $22,443 |
| World Investment Advisors | Investment advisory (plan), Direct payment from the plan | $8,569 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $1,695 |