Mobius Consulting, Llc 401(k) P/S Plan
Sponsored by Mobius Consulting, Llc · EIN 900587882 · Plan #001
- Total assets
- $14.5M
- Net assets
- $14.5M
- Active participants
- 233
- With balances
- 188
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 |
|---|---|---|
| Sharebuilder Advisors, Llc CRD 300537 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sharebuilder Advisor Llc | Investment advisory (plan), Direct payment from the plan | $37,769 |
| Ascensus Llc | Recordkeeping fees, Participant loan processing, Other fees | $11,423 |