AUMdb

Mossy Companies Salary Deferral 401(k) Profit Sharing Plan

Sponsored by Mossy Nissan Inc · EIN 953767471 · Plan #001

Total assets
$55.6M
Net assets
$55.6M
Active participants
853
With balances
979

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $38,580
401(k) Advisors Inc Investment advisory (plan), Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0