Moorings Park Institute, Inc. Tax Sheltered Retirement Annuity Plan
Sponsored by The Moorings, Incorporated · EIN 591834357 · Plan #001
- Total assets
- $45.4M
- Net assets
- $45.4M
- Active participants
- 853
- With balances
- 1,184
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Trustee (institutional), Direct payment from the plan | $60,164 |
| Raymond James Financial | Investment advisory (plan), Investment management fees (direct) | $32,817 |