AUMdb

Ninyo & Moore Geotechnical & Environmental Sciences Consultants

Sponsored by Ninyo & Moore Geotechnical & Environmental Sciences Consultants · EIN 330269828 · Plan #001

Total assets
$77.7M
Net assets
$77.7M
Active participants
570
With balances
706

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024
Wealth Teams Alliance Inc. CRD 168907 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wealth Teams Alliance Investment advisory (plan), Direct payment from the plan $108,021
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $23,958
Ysr Cpa Group, P.C. Accounting, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0