Worldcom Exchange, Inc. 401(k) Plan
Sponsored by Worldcom Exchange, Inc. · EIN 043061090 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 188
- With balances
- 174
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $56,857 |
| Osaic Wealth, Inc | Investment advisory (plan) | $54,156 |
| The Angell Pension Group Inc | Contract administrator | $600 |