Modsquad, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Modsquad, Inc. · EIN 800196337 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.7M
- Active participants
- 188
- With balances
- 132
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 |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz Benefits & Ins Services Inc | Contract administrator | $23,164 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $16,140 |
| Empower Annuity Insurance Co | Investment advisory (plan), Recordkeeping fees | $6,625 |