Wsim 401 K Retirement Plan
Sponsored by Walton Signage, Ltd. · EIN 742934658 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 157
- With balances
- 185
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 | Investment advisory (plan) | $20,136 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $18,456 |
| Kimberlin Company, Pllc | Accounting | $10,567 |