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

Active participants

301

Total plan assets

$33.4M

Filings (rows)

Direct comp

$25K

Indirect comp

Showing only "MODERA WEALTH MANAGMENT"

View all 2 variants aggregated →

MODERA WEALTH MANAGEMENT18 MODERA WEALTH MANAGMENT1

SERVICES PROVIDED

Other service providers1

Prospecting the plans that use Modera Wealth Managment?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 1 plansUnlock full export (Pro)

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