AUMdb

Moore Center Services, Inc 403(b) Retirement Plan

Sponsored by Moore Center Services, Inc. · EIN 020261136 · Plan #002

Total assets
$6.5M
Net assets
$6.5M
Active participants
312
With balances
169

Plan year beginning 07/01/2024 · Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins. Co. Of America Other services, Recordkeeping fees $41,955
Global Retirement Partners Llc Other services, Investment advisory (plan) $8,645
Third Party Administrators Contract administrator, Other fees $700
Lpl Financial Llc Other services, Other commissions $0
Mmlis Other services, Other commissions $0
Third Party Administrators Other services, Other fees $0