AUMdb

Movement For Life 401(k) Profit Sharing Plan

Sponsored by Movement For Life, Inc. · EIN 472488383 · Plan #002

Total assets
$15.3M
Net assets
$15.2M
Active participants
194
With balances
310

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
Wright Wealth Strategies, Llc CRD 304289 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wright Wealth Strategies, Llc Investment advisory (participants) $41,848
John Hancock Usa Recordkeeping, Investment management, Shareholder servicing fees $222