Moore & Van Allen Pllc 401(k) Profit Sharing Plan
Sponsored by Moore & Van Allen Pllc · EIN 560559307 · Plan #002
- Total assets
- $403M
- Net assets
- $403M
- Active participants
- 697
- With balances
- 897
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Trust Company | Claims processing, Custodial (securities), Trustee (institutional) | $150,481 |
| Capfinancial Partners, Llc | Investment management, Investment management fees (direct) | $75,615 |
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $72,028 |