Moody's Co Worker Owned, Inc. 401(k) Plan
Sponsored by Moody's Co Worker Owned, Inc. Dba Moody's Collision Centers · EIN 161645516 · Plan #002
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 262
- With balances
- 280
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers, Inc | Investment advisory (participants) | $21,470 |
| John Hancock Life Insurance Co | Recordkeeping, Float revenue, Soft dollars commissions | $3,200 |