Ebaldc Retirement Plan
Sponsored by East Bay Asian Local Development Corporation · EIN 510171851 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 142
- With balances
- 193
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Nationwide | Investment advisory (participants), Recordkeeping | $22,759 |
| World Investment Advisors, Llc | Investment management | $21,324 |
| Peery & Asscoaites, Inc. | Consulting (general), Claims processing | $6,459 |
| Brinker Capital Investments | Investment advisory (participants) | $6,115 |