Connectwise, Llc. 401(k) Plan
Sponsored by Connectwise, Llc. · EIN 821582035 · Plan #001 · Tampa, FL
- Total assets
- $123M
- Net assets
- $123M
- Active participants
- 1,268
- With balances
- 1,791
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $136,549 |
| World Investment Advisors Llc | Investment advisory (plan) | $128,566 |