Worth Ross 401(k) Plan
Sponsored by Worth Ross Management Co. Inc. · EIN 030380975 · Plan #001
- Total assets
- $10.9M
- Net assets
- $10.9M
- Active participants
- 475
- With balances
- 333
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sovereign Wealth Advisors Llc | Recordkeeping, Trustee (institutional), Other services | $49,923 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $19,599 |