Moffatt & Nichol 401(k) Profit Sharing Plan
Sponsored by Moffatt & Nichol · EIN 951951343 · Plan #001
- Total assets
- $230M
- Net assets
- $230M
- Active participants
- 1,024
- With balances
- 1,131
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 |
|---|---|---|
| Alphapoint, Inc. CRD 130115 | deterministic · 100% | 2024 |
| Ep Wealth Advisors, Llc. CRD 111147 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $118,505 |
| Alphapoint Inc | Investment management, Direct payment from the plan | $22,500 |
| Ep Wealth Advisors Llc | Investment advisory (participants), Direct payment from the plan | $9,187 |
| Charles Schwab & Co., Inc | Securities brokerage, Direct payment from the plan, Float revenue | $232 |