Moody Insurance Agency, Inc. 401(k) & Profit Sharing Plan
Sponsored by Moody Insurance Agency, Inc. · EIN 840622206 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 130
- With balances
- 186
Plan year beginning 05/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wakefield Asset Management, Lllp CRD 143720 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wakefield Asset Management | Investment advisory (plan), Direct payment from the plan | $58,981 |
| Ascensus Llc | Other commissions, Other fees, Participant loan processing | $16,005 |