Moses & Singer Llp Plan For Savings And Investment
Sponsored by Moses & Singer Llp · EIN 135259490 · Plan #003
- Total assets
- $94.1M
- Net assets
- $94.1M
- Active participants
- 104
- With balances
- 194
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 |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hightower Advisors Llc | Investment advisory (plan) | $80,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,909 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$16,530 |