Rodefer Moss & Co, Pllc 401(k) Profit Sharing Plan
Sponsored by Rodefer Moss & Co, Pllc · EIN 621690032 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 108
- With balances
- 164
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 |
|---|---|---|
| Capital Wealth Management, Llc CRD 157959 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Wealth Management | Investment advisory (plan) | $36,411 |
| Erisa Services Inc | Contract administrator | $1,963 |
| Capital Group Retirement Pl Service | Recordkeeping fees | $800 |