Reworld Savings Plan
Sponsored by Reworld Projects, Llc · EIN 133213657 · Plan #005
- Total assets
- $948M
- Net assets
- $948M
- Active participants
- 4,157
- With balances
- 4,622
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 |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
| Financial Engines Advisors L.L.C. CRD 104510 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $334,809 |
| Edelman Financial Engines | Investment advisory (participants), Direct payment from the plan | $249,284 |
| Crowe Llc | Accounting, Direct payment from the plan | $69,714 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $55,855 |
| Smith, Gambrell & Russell, Llp | Legal, Direct payment from the plan | $49,458 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Other commissions | $2,673 |