AUMdb

Jordan Ford Employee Savings Plan

Sponsored by Jordan Ford, Ltd · EIN 741042175 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
178
With balances
92

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
World Investment Advisors Llc Other fees, Investment advisory (participants) $0
Alliance Benefit Group Of Houston Other services $0