Premise Data 401(k) Plan
Sponsored by Premise Data Corporation · EIN 455294131 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 55
- With balances
- 298
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 |
|---|---|---|
| Pensionmark Financial Group Llc | Investment advisory (plan), Direct payment from the plan | $18,033 |
| World Investment Advisors | Investment advisory (plan), Direct payment from the plan | $6,511 |
| The Vanguard Group, Inc. | Recordkeeping, Recordkeeping fees, Participant loan processing | $4,542 |