Curtain Wall Design & Consulting Inc. Employees Savings Plan
Sponsored by Curtain Wall Design & Consulting Inc. · EIN 751425924 · Plan #001
- Total assets
- $60.9M
- Net assets
- $60.9M
- Active participants
- 156
- With balances
- 211
Plan year beginning 09/01/2024 · 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) | $77,715 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $45,236 |
| Phillip V George Dba Phillip V Geor | Accounting | $9,000 |
| Charles Schwab & Co., Inc. | Securities brokerage | $2 |