Moody Dunbar, Inc. Profit Sharing Plan
Sponsored by Moody Dunbar, Inc. · EIN 620629133 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 87
- With balances
- 195
Plan year beginning 02/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | 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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $53,461 |
| Onedigital Investment Advisors Llc | Investment advisory (plan) | $25,400 |
| Lewis & Associates Pc | Accounting | $10,500 |
| Empower Advisory Group, Llc | Investment management | $578 |