Xpress Wellness Retirement Savings Plan
Sponsored by Xpress Wellness Urgent Care, Llc · EIN 462683803 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 541
- With balances
- 782
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 |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $51,253 |
| World Investment Advisors Llc | Investment advisory (plan) | $49,652 |
| Tristar Pension, Ltd | Contract administrator | $14,987 |