Moritt Hock & Hamroff Llp 401(k) Profit Sharing Plan
Sponsored by Moritt Hock & Hamroff Llp · EIN 112954522 · Plan #002
- Total assets
- $47.7M
- Net assets
- $47.7M
- Active participants
- 159
- With balances
- 168
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Financial Network | Investment advisory (plan) | $62,931 |
| Fidelity Investments Institutional | Recordkeeping fees | $45,575 |
| Eisneramper Llp | Accounting | $24,150 |
| Intac Actuarial Services | Other services | $6,160 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $5,550 |