W.B. Moore Company Of Charlotte 401(k) Plan
Sponsored by W.B. Moore Company Of Charlotte, Inc. · EIN 561818115 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 83
- With balances
- 149
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $11,358 |
| Trinity Pension Group, Llc | Contract administrator | $5,860 |
| Empower Advisory Group, Llc | Investment management | $1,922 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |