Movement Strategy 401(k) Plan
Sponsored by Movement Strategy, Llc · EIN 261632780 · Plan #001 · Denver, CO
- Total assets
- $5.4M
- Net assets
- $5.4M
- Active participants
- 122
- With balances
- 122
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $32,523 |
| Mma Securities | Investment advisory (plan) | $20,972 |
| Smith Leonard Pllc | Accounting | $8,750 |