AUMdb

Moda Operandi, Inc. 401(k) Plan

Sponsored by Moda Operandi Inc. · EIN 900592900 · Plan #001

Total assets
$13.0M
Net assets
$13.0M
Active participants
165
With balances
252

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
Advus Financial Partners, Llc CRD 311990 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Insurance Co Recordkeeping fees $41,087
Advus Financial Partners Llc Investment advisory (plan) $16,438
Empower Advisory Group, Llc Investment management $15,091