Peoples Mortgage 401 K Plan
Sponsored by Moria Development Dba Peoples Mortgage · EIN 860431588 · Plan #001
- Total assets
- $18.6M
- Net assets
- $18.6M
- Active participants
- 347
- With balances
- 372
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 |
|---|---|---|
| Lincoln Investment Planning, Llc CRD 519 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln Investment Planning Llc | Investment advisory (plan) | $15,730 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $14,251 |