AUMdb

Delta Dental Of Missouri Money Purchase Pension Plan

Sponsored by Delta Dental Of Missouri · EIN 430908349 · Plan #001

Total assets
$46.0M
Net assets
$46.0M
Active participants
222
With balances
291

Plan year beginning 01/01/2024 · Money purchase

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Moneta Group Investment Advisors, Llc CRD 104727 deterministic · 100% 2024
Charles Schwab & Co., Inc. CRD 5393 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Moneta Group Investment Advisors Investment advisory (plan), Direct payment from the plan $54,408
Charles Schwab & Co, Inc. Investment management, Direct payment from the plan, Investment management fees (direct) $8,137