AUMdb

The Galloway School Retirement Plan

Sponsored by The Galloway Schools, Inc. · EIN 581052217 · Plan #001

Total assets
$20.8M
Net assets
$20.8M
Active participants
161
With balances
228

Plan year beginning 07/01/2024 · 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
World Investment Advisors Llc Investment advisory (plan) $24,000
Smith And Howard Pc Accounting $14,000
Empower Annuity Insurance Company O Investment management $11,117
Bush Retirement Plan Services Inc Contract administrator $5,454