Moor + South Employees' 401(k) Savings Plan
Sponsored by Moor + South/Pier Management Co., L.P. · EIN 943288680 · Plan #001
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 252
- With balances
- 285
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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $47,456 |
| Concurrent Investment Advisors Llc | Investment advisory (plan) | $30,000 |
| Moor+South/Pier Management Co Lp | Other fees | $11,000 |