Moore & Van Allen Pension Plan
Sponsored by Moore & Van Allen Pllc · EIN 560559307 · Plan #003
- Total assets
- $54.1M
- Net assets
- $54.1M
- Active participants
- 138
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Bank Of America Merrill Lynch | Investment management | $105,835 |
| Columbia Management | Securities brokerage commissions | $47,954 |
| Pimco Total Return Instl | Investment management fees (indirect) | $30,446 |
| Pimco High Yield Instl | Investment management fees (indirect) | $16,888 |