Teamwork Services 401(k) & Profit Sharing Plan
Sponsored by Teamwork Services, Inc. · EIN 581863048 · Plan #001
- Total assets
- $53.9M
- Net assets
- $53.9M
- Active participants
- 1,521
- With balances
- 755
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 |
|---|---|---|
| World Investment Advisors Llc | Investment advisory (plan) | $80,136 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $56,253 |
| Pensionmark Financial Group, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $54,324 |
| Templeton And Company | Accounting, Direct payment from the plan | $20,000 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $10,957 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $3,870 |