AUMdb

Price Modern, Llc 401(k) Retirement Plan

Sponsored by Price Modern, Llc · EIN 300028117 · Plan #001

Total assets
$20.8M
Net assets
$20.8M
Active participants
229
With balances
245

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Wealth Mgmt., Llc Investment advisory (participants), Investment advisory (plan) $76,504
Nwps Recordkeeping, Recordkeeping fees, Participant loan processing $32,930