Assets by plan
Share of aggregate retirement assets
- AND TRUST #2 (#003)$6.8M
- AND TRUST #6 (#007)$2.7M
Filings through .
Fitzpatrick, Moran & Costa, LLP
EIN 04-3085768Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$9.7M assets
Health & Benefits
0
Participants
8
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $9.7M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST #2
401(k)
Assets$6.8M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007
MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST #6
401(k)
Assets$2.7M
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST
401(k)
Assets$183K
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST #2 | 401(k) | $6.8M | 1 | 2025 |
| #007 | MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST #6 | 401(k) | $2.7M | 1 | 2025 |
| #002 | MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST | 401(k) | $183K | 6 | 2025 |
- #003 · 401(k) · 20251
- #007 · 401(k) · 20251
- #002 · 401(k) · 20256
Retirement plans