Mocean Retirement Plan
Sponsored by Mocean, Llc · EIN 954785612 · Plan #003
- Total assets
- $25.3M
- Net assets
- $25.3M
- Active participants
- 163
- With balances
- 244
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 |
|---|---|---|
| Accelerate Investment Advisors Llc CRD 325859 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $91,569 |
| Accelerate Retirement | Investment advisory (plan), Other fees | $0 |
| Actuarial Benefits Corp | Other services, Other fees | $0 |
| Morningstar Investment Mgmt | Investment advisory (participants), Consulting fees | $0 |