Moss & Associates, Llc 401(k) Profit Sharing Plan
Sponsored by Moss & Associates, Llc · EIN 731699834 · Plan #001
- Total assets
- $191M
- Net assets
- $191M
- Active participants
- 1,852
- With balances
- 2,155
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Investment advisory (participants), Investment advisory (plan) | $142,484 | |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $101,211 |
| Crowe Horwath Llp | Accounting | $11,288 |