AUMdb

Moody National Bank 401(k) Plan

Sponsored by Moody National Bank · EIN 740560665 · Plan #002

Total assets
$13.7M
Net assets
$13.7M
Active participants
176
With balances
241

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
Voya Retirement Insurance & Annuity Investment advisory (plan), Recordkeeping fees $31,804
Woodbury Financial Services Inc Other fees $0
Morningstar Investment advisory (plan) $0