· 2022–2024 · DOL EFAST2
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WORLD ADVISORS
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
91
Total plan assets
$5.5M
Filings (rows)
1
Direct comp
$0
Indirect comp
$21K
SERVICES PROVIDED
Investment manager
1
Top plans served
All 1 plans
Sponsor / Plan
Location
Service
Participants
Assets
Direct comp
PRESIDIO KNOLLS SCHOOL
PRESIDIO KNOLLS SCHOOL 403(B) PLAN
SAN FRANCISCO, CA
Investment manager
SERVICE PROVIDER
91
$5.5M
$0
WORLD ADVISORS — Form 5500 Service Provider Profile | Form 5500 Search
