Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$29.2M
- PLAN AND TRUST (#003)$23.8M
Filings through .
2 plans aggregated / $53.0M assets / 324 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | THE MOSSER GROUP EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $29.2M | 141 | 2025 |
| #003 | THE MOSSER GROUP EMPLOYEE SAVINGS PLAN AND TRUST | 401(k) | $23.8M | 183 | 2025 |