Moseley Architects, P.C. 401(k) Plan
Sponsored by Moseley Architects, P.C. · EIN 540901270 · Plan #001
- Total assets
- $76.5M
- Net assets
- $76.5M
- Active participants
- 337
- With balances
- 412
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tull Financial Group, Inc | Recordkeeping, Direct payment from the plan, Investment management fees (indirect) | $126,988 |
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Participant communication | $25,561 |
| Vanguard Advisors Inc | Investment advisory (participants) | $15,537 |