AUMdb

R. T. Moore Co. Inc. 401(k) Profit Sharing Plan

Sponsored by R.T. Moore Co. Inc. · EIN 350964856 · Plan #001

Total assets
$22.4M
Net assets
$22.4M
Active participants
716
With balances
872

Plan year beginning 01/01/2024 · 401(k)

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $75,468
Shepard Financial Advisory Llc Investment advisory (plan), Consulting fees $16,667