Mood401(k) Savings And Retirement Plan
Sponsored by Dmx, Llc D/B/A Mood Media · EIN 202796414 · Plan #002
- Total assets
- $83.3M
- Net assets
- $83.3M
- Active participants
- 563
- With balances
- 952
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 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $82,294 |
| Creative Planning Llc | Investment advisory (plan) | $55,000 |
| Peggy S. Edge, Cpa, Llc | Accounting | $28,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $15,899 |