Assets by plan
Share of aggregate retirement assets
Filings through .
Mooney, Wright, Moore and Wilhoit, PLLC
EIN 26-2012398law practiceLatest filing 2025
Plans
2
Retirement
2
$6.5M assets
Health & Benefits
0
Participants
10
1430 E. MISSOURI AVE., STE. B-205 - PHOENIX, AZ 85014480-615-7500mwmwlaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.5M assets / 10 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#001
SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN
401(k)
Assets$4.1M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
MOONEY, WRIGHT, MOORE & WILHOIT CASH BALANCE PLAN
Cash balance
Assets$2.3M
Participants4
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUNWEST EMPLOYER SERVICES 401(K) RETIREMENT PLAN | 401(k) | $4.1M | 6 | 2025 |
| #002 | MOONEY, WRIGHT, MOORE & WILHOIT CASH BALANCE PLAN | Cash balance | $2.3M | 4 | 2025 |
- #001 · 401(k) · 20256
- #002 · Cash balance · 20254
Retirement plans