AUMdb

Northwest Real Estate Capital Corp. 401(k) Plan

Sponsored by Northwest Real Estate Capital Corp. · EIN 820508784 · Plan #001

Total assets
$5.4M
Net assets
$5.4M
Active participants
243
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
World Investment Advisors Llc Investment advisory (plan), Trustee (directed) $25,411
Empower Annuity Insurance Company Recordkeeping fees $15,052
Cota Street Investment Management Investment management $9,899