Moore, Colson & Company, P.C. 401(k) Plan

The Moore, Colson & Company, P.C. 401(k) on its latest Form 5500

Moore, Colson & Company, P.C. (EIN 58-1653941) reports MOORE, COLSON & CO., P.C. 401(K) & P/S PLAN on its most recent Form 5500, with $31.5M in plan assets across 171 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Moore, Colson & Company, P.C. filing — schedules, fees, and providers.

Who runs the Moore, Colson & Company, P.C. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Moore, Colson & Company, P.C. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL RPCP, WELLSPRING WEALTH, PLANMARK FINANCIAL GROUP.

How to check your Moore, Colson & Company, P.C. 401(k)

• Log in to Ascensus’s participant portal (the site on your statements).
• Ask Moore, Colson & Company, P.C. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).