The Pooled Employer Plan Of America
Sponsored by Standard Retirement Services, Inc. · EIN 251838406 · Plan #103
- Total assets
- $57.8M
- Net assets
- $57.8M
- Active participants
- 756
- With balances
- 557
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 |
|---|---|---|
| Minnesota Life Insurance Company | Contract administrator, Recordkeeping, Investment management | $110,790 |
| World Investment Advisors Llc | Consulting (pension), Investment advisory (plan), Investment management fees (direct) | $77,991 |