Worth & Company, Inc. Retirement Plan
Sponsored by Worth & Company, Inc. · EIN 232251312 · Plan #002
- Total assets
- $80.9M
- Net assets
- $80.9M
- Active participants
- 530
- With balances
- 763
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 |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Equitable Advisors. | Investment advisory (plan), Direct payment from the plan | $187,151 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $68,972 |
| Kreischer Miller | Accounting, Direct payment from the plan | $11,394 |