AUMdb

Tropical Smoothie Cafe, Llc 401(k) Plan

Sponsored by Tropical Smoothie Cafe, Llc · EIN 371696565 · Plan #001

Total assets
$10.4M
Net assets
$10.4M
Active participants
119
With balances
116

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) $23,468
Empower Annuity Insurance Company Recordkeeping fees $22,762
Erisa Services Inc Contract administrator $0