Bob Moore & Affiliates Retirement Savings Plan
Sponsored by Bob Moore Auto Group, Llc · EIN 731596059 · Plan #001
- Total assets
- $46.0M
- Net assets
- $46.0M
- Active participants
- 716
- With balances
- 939
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bokf, Na | Custodial (securities), Participant loan processing, Investment management fees (indirect) | $126,596 |
| Creative Planning, Llc | Investment management fees (direct) | $27,825 |
| Crowe, Llp | Accounting | $19,950 |
| Plexus Financial Services, Llc | Investment management fees (direct) | $10,000 |
| Eide Bailly Llp | Accounting | $6,773 |