John Moriarty & Associates, Inc. 401 K Retirement Plan
Sponsored by John Moriarty & Associates, Inc. · EIN 042852561 · Plan #001
- Total assets
- $112M
- Net assets
- $112M
- Active participants
- 344
- With balances
- 494
Plan year beginning 11/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $51,553 |
| Morgan Stanley | Investment advisory (plan) | $41,087 |
| Sentinel Pension Advisors | Investment advisory (plan) | $16,667 |
| Mamacos Bysiewicz & Associates, Ll | Accounting | $8,000 |