AUMdb

Moneylion, Inc. 401(k) Profit Sharing Plan

Sponsored by Moneylion, Inc. · EIN 464036860 · Plan #001

Total assets
$19.8M
Net assets
$19.8M
Active participants
276
With balances
318

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
Morgan Stanley Global Ba Investment advisory (plan), Direct payment from the plan $65,215
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $47,845
The Benefit Practice Contract administrator, Other services, Direct payment from the plan $15,125