Ankrom Moisan Architects 401(k) Plan
Sponsored by Ankrom Moisan Architects Inc · EIN 931014387 · Plan #001
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 146
- With balances
- 274
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $16,695 |
| Commonwealth Equity Services | Investment management, Direct payment from the plan | $14,325 |