Moss & Barnett Profit Sharing And 401(k) Plan
Sponsored by Moss & Barnett, A Professional Association · EIN 410943845 · Plan #001
- Total assets
- $141M
- Net assets
- $141M
- Active participants
- 141
- With balances
- 211
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Waypoint Capital Advisors Llc | Investment advisory (participants), Direct payment from the plan | $12,145 |
| Creative Planning Llc | Investment advisory (participants), Direct payment from the plan | $8,078 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $6,433 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $356 |