AUMdb

M Moser Associates, Llc 401(k) Plan Amp

Sponsored by M Moser Associates, Llc · EIN 223861601 · Plan #001

Total assets
$10.2M
Net assets
$10.2M
Active participants
117
With balances
156

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
Cetera Investment Advisers Llc CRD 105644 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cetera Investment Advisers Llc Investment advisory (participants) $31,633
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $7,594