Movate Inc. 401(k) Plan
Sponsored by Movate Inc. · EIN 912006027 · Plan #001
- Total assets
- $5.0M
- Net assets
- $4.9M
- Active participants
- 467
- With balances
- 580
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 |
|---|---|---|
| Wick Capital Partners, Llc CRD 299194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alerus Financial, N.A. | Recordkeeping, Trustee (discretionary), Participant loan processing | $40,548 |
| Wick Capital Partners | Investment advisory (participants), Investment advisory (plan), Investment management | $22,264 |