Moon Valley Nurseries 401(k) Plan
Sponsored by Moon Valley Nurseries Intermediate Holdings, Llc · EIN 872886053 · Plan #001
- Total assets
- $16.6M
- Net assets
- $16.6M
- Active participants
- 1,777
- With balances
- 462
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 Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $46,539 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $8,195 |
| Td Ameritrade, Inc. | Securities brokerage | $0 |