Jacques Moret, Inc. 401(k) Plan And Trust
Sponsored by Jacques Moret, Inc. · EIN 132812613 · Plan #333
- Total assets
- $42.8M
- Net assets
- $42.8M
- Active participants
- 235
- With balances
- 328
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley Global Banking Op | Other fees | $50,000 |
| Frendel Brown Weissman, Llp | Other fees | $35,000 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $17,855 |
| Laiken Associates Inc. | Other fees | $10,145 |
| Laiken Assoc Inc | Other services | $0 |
| Voya Retirement Insurance And Annui | Recordkeeping fees | $0 |