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  2. THE MORONEY COMPANY
Sponsor portfolio

THE MORONEY COMPANY

EIN 04-3405018-marketing and advertising-Latest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
11
241 VILLAGE ST. - MEDWAY, MA 02053508-954-4587moroneycompany.comLinkedIn1-10 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$4.7M - 7 part#003CashBalance-$2.2M - 4 part

Retirement portfolio analytics

2 plans aggregated / $6.9M assets / 11 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • MORONEY COMPANY 401(K) (#001)68%
  • CASH BALANCE PLAN (#003)32%
Total $6.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MORONEY COMPANY 401(K) (#001)7
  • CASH BALANCE PLAN (#003)4
Total 11Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MORONEY COMPANY 401(K) PLAN

401k

Assets$4.7M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE MORONEY COMPANY CASH BALANCE PLAN

CashBalance

Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MORONEY COMPANY 401(K) PLAN401k$4.7M72025
003THE MORONEY COMPANY CASH BALANCE PLANCashBalance$2.2M42025
Retirement plans
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