Touchstone Communities 401 K Plan
Sponsored by Touchstone Communities 401 K Plan · EIN 900282359 · Plan #001
- Total assets
- $32.5M
- Net assets
- $32.5M
- Active participants
- 3,944
- With balances
- 3,673
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 |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Recordkeeping fees, Recordkeeping | $267,896 |
| World Investment Advisors Llc | Investment advisory (plan) | $72,878 |
| Pensionmark Financial Group Llc | Investment advisory (plan) | $18,808 |