Modern Office Methods Inc. Savings And Investment Plan
Sponsored by Modern Office Methods, Inc. · EIN 311479207 · Plan #001
- Total assets
- $22.0M
- Net assets
- $21.9M
- Active participants
- 231
- With balances
- 264
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $69,393 |
| Empower Advisory Group, Llc | Investment management | $10,403 |
| Horan Securities Inc | Investment advisory (plan) | $3,646 |
| Horan Securities Inc | Other commissions | $0 |