AUMdb

Tuv Rheinland 401(k) Profit Sharing Plan

Sponsored by Tuv Rheinland Of North America, Inc. · EIN 262797284 · Plan #001

Total assets
$52.6M
Net assets
$52.6M
Active participants
339
With balances
415

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
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $83,255
World Investment Advisors Llc Investment advisory (plan) $35,927
Cohnreznick Llp Accounting $16,276
Jackson Lewis Pc Legal $11,100
Charles Schwabb & Co., Inc. Securities brokerage, Direct payment from the plan, Shareholder servicing fees $6