Cfc Retirement Plan
Sponsored by Carris Financial Corp. · EIN 030326210 · Plan #004
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 463
- With balances
- 526
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $44,039 |
| World Investment Advisors Llc | Investment advisory (plan) | $27,500 |