Logan University, Inc. Profit Sharing Plan
Sponsored by Logan University · EIN 430746185 · Plan #004
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 287
- With balances
- 348
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Moondance Investment Advisors, Llc CRD 166171 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant communication, Direct payment from the plan | $35,278 |
| Moneta Investment Advisors | Investment advisory (plan), Direct payment from the plan | $29,632 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |