Compu Dynamics, Llc Retirement Trust
Sponsored by Compu Dynamics, Llc · EIN 421548326 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 158
- With balances
- 206
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), Direct payment from the plan | $31,369 |
| Cpi Qualified Plan Consultants, Inc | Investment advisory (plan), Direct payment from the plan | $19,788 |