Moreau Catholic High School 401(k) Profit Sharing Plan & Trust
Sponsored by Moreau Catholic High School · EIN 941609000 · Plan #002
- Total assets
- $16.4M
- Net assets
- $16.4M
- Active participants
- 108
- With balances
- 183
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Llc | Investment advisory (participants) | $15,000 |
| Paychex, Inc. | Recordkeeping | $14,184 |