AUMdb

Modera Wealth Management, Llc 401(k) Plan

Sponsored by Modera Wealth Management, Llc · EIN 273774197 · Plan #001

Total assets
$38.0M
Net assets
$38.0M
Active participants
215
With balances
240

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

No Schedule C on file for this plan year.