Moceri Management Co. 401(k) Profit Sharing Plan And Trust
Sponsored by Moceri Management Co. · EIN 386175411 · Plan #001
- Total assets
- $1.4M
- Net assets
- $1.4M
- Active participants
- 63
- With balances
- 254
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $15,980 |
| Map Retirement Usa, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,300 |
| Merrill Lynch Life Agency, Inc. | Investment advisory (plan) | $4,889 |