AUMdb

Moveworks Inc. 401(k) Plan

Sponsored by Moveworks Inc. · EIN 813024050 · Plan #001

Total assets
$27.6M
Net assets
$27.6M
Active participants
374
With balances
466

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
Newfront Retirement Services, Inc. CRD 167641 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $17,854
Newfront Retirement Services Inc Investment advisory (plan) $17,039