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Sponsor portfolio

JOSHUA MOSES LLC

EIN 27-1408301-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
3
$912K assets
Welfare
0
Participants
9
8630 FENTON ST STE 328 - SILVER SPRING, MD 209103816202-368-3144
Plans on this EIN
3 filings
#001401k-$561K - 3 part#002CashBalance-$334K - 3 part#003ProfitSharing-$17K - 3 part

Retirement portfolio analytics

3 plans aggregated / $912K assets / 9 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN & TRUST (#001)61%
  • CASH BALANCE PLAN (#002)37%
  • PROFIT SHARING PLAN (#003)2%
Total $912KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)3
  • CASH BALANCE PLAN (#002)3
  • PROFIT SHARING PLAN (#003)3
Total 9Click 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

JOSHUA MOSES LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$561K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JOSHUA MOSES LLC CASH BALANCE PLAN

CashBalance

Assets$334K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

JOSHUA MOSES LLC PROFIT SHARING PLAN

ProfitSharing

Assets$17K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001JOSHUA MOSES LLC 401(K) PROFIT SHARING PLAN & TRUST401k$561K32025
002JOSHUA MOSES LLC CASH BALANCE PLANCashBalance$334K32024
003JOSHUA MOSES LLC PROFIT SHARING PLANProfitSharing$17K32025
Retirement plans
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