Moda Partners, Inc. Employee Retirement Plan
Sponsored by Moda Partners, Inc. · EIN 931083363 · Plan #001
- Total assets
- $209M
- Net assets
- $209M
- Active participants
- 1,354
- With balances
- 1,761
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 |
|---|---|---|
| R.V. Kuhns & Associates, Inc. CRD 18005 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Retirement Plan Company | Investment management fees (direct), Sub-transfer agency fees, Recordkeeping fees | $203,862 |
| Charles Schwab Bank | Custodial (securities), Direct payment from the plan, Shareholder servicing fees | $61,684 |
| R.V. Kuhns & Associates | Investment advisory (plan), Direct payment from the plan | $41,039 |