· 2022–2024 · DOL EFAST2
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Modera Wealth Managment — Form 5500 Service Provider Profile | Form 5500 Search
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Modera Wealth Managment
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
301
Total plan assets
$33.4M
Filings (rows)
1
Direct comp
$25K
Indirect comp
$0
Showing only "MODERA WEALTH MANAGMENT"
View all 2 variants aggregated →
MODERA WEALTH MANAGEMENT
18
MODERA WEALTH MANAGMENT
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Carolina Eye Associates, P.A.
Carolina Eye Retirement Savings & Money Purchase Plan ·
all filings
SOUTHERN PINES, NC
Other service providers
301
$33.4M
$25K
$0