Moore, Colson & Co., P.C. 401(k) & P/S Plan
Sponsored by Moore, Colson & Company, P.C. · EIN 581653941 · Plan #001
- Total assets
- $31.5M
- Net assets
- $31.5M
- Active participants
- 171
- With balances
- 202
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).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Rpcp | Insurance brokerage commissions | $51,617 |
| Ascensus, Llc | Contract administrator, Recordkeeping | $17,718 |
| Planmark Financial Group, Inc. | Contract administrator | $6,270 |
| Wellspring Wealth, Llc | Contract administrator | $4,155 |