Filtration Group 401(k) Retirement Savings Plan
Sponsored by Filtration Group Corporation · EIN 273741564 · Plan #001
- Total assets
- $224M
- Net assets
- $224M
- Active participants
- 2,756
- With balances
- 3,388
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 | Contract administrator, Direct payment from the plan, Recordkeeping | $197,026 |
| World Investment Advisors Llc | Investment advisory (plan) | $138,921 |
| Hancock Askew & Co Llp | Accounting | $36,750 |
| Pensionmark Financial Group Llc | Investment advisory (plan) | $22,992 |
| Advised Assets Group, Llc | Investment management | $5,903 |
| Morningstar Investment Management | Other services | $235 |