Four M 401(k) Plan
Sponsored by Four M Commercial Operations Llc · EIN 845002024 · Plan #003 · White Plains, NY
- Total assets
- $14.7M
- Net assets
- $14.7M
- Active participants
- 494
- With balances
- 180
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 |
| Strategic Advisors Llc CRD 125882 | 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) | $27,654 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $22,344 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,623 |