Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOONEY, WRIGHT, MOORE AND WILHOIT PLLC
EIN 26-2012398law practiceLatest filing 2025
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
11
1255 WEST BASELINE RD., STE 216 - MESA, AZ 85202480-615-7500mwmwlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 11 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN
401k
Assets$3.6M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MOONEY, WRIGHT, MOORE & WILHOIT CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN | 401k | $3.6M | 7 | 2024 | |
| 002 | MOONEY, WRIGHT, MOORE & WILHOIT CASH BALANCE PLAN | CashBalance | $2.3M | 4 | 2025 |
Retirement plans