AUMdb

Ford Square Of Mt. Vernon, Ltd. 401 K Profit Sharing Plan

Sponsored by Ford Square Of Mt. Vernon, Ltd. · EIN 371178253 · Plan #001

Total assets
$12.7M
Net assets
$12.7M
Active participants
117
With balances
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
Smith Moore & Co. CRD 3441 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Smith, Moore & Co. Investment advisory (plan), Direct payment from the plan $30,842
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $24,106