The Village At Incarnate Word 403(b) Plan
Sponsored by Incarnate Word Retirement Community, Inc. · EIN 741109717 · Plan #002
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 270
- With balances
- 440
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $40,459 |
| World Investment Advisors, Llc | Investment advisory (plan), Consulting fees | $19,253 |