Moregroup Holdings 401(k) Plan
Sponsored by Moregroup Holdings · EIN 752406640 · Plan #001
- Total assets
- $62.5M
- Net assets
- $62.5M
- Active participants
- 654
- With balances
- 679
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 |
|---|---|---|
| Commerce Street Investment Advisor, Llc CRD 144278 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commerce Street Investment Advisor | Investment advisory (plan) | $120,417 |
| Empower Advisory Group, Llc | Investment management | $26,428 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $24,355 |