Moody Nolan, Inc. 401(k) Profit Sharing Plan
Sponsored by Moody Nolan, Inc. · EIN 311256984 · Plan #001
- Total assets
- $36.5M
- Net assets
- $36.5M
- Active participants
- 336
- With balances
- 394
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 |
|---|---|---|
| Money Concepts Capital Corp CRD 12963 | 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 |
|---|---|---|
| Money Concepts Capital Corp | Investment advisory (plan) | $71,654 |
| Empower Advisory Group, Llc | Investment management | $24,890 |
| Empower Annuity Insurance Company | Recordkeeping fees | $22,511 |