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Sponsor portfolio

MOYER ASSOCIATES

EIN 36-2967991-architecture & planning-Latest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
8
934 KIRKHILL LN - LAKE FOREST, IL 60045847-559-8500LinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filings
#002401k-$1.0M - 4 part#001MoneyPurchase-$501K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.5M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • PROFIT SHARING PLAN (#002)67%
  • MOYER ASSOCIATES PENSION (#001)33%
Total $1.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)4
  • MOYER ASSOCIATES PENSION (#001)4
Total 8Click 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#002

MOYER ASSOCIATES PROFIT SHARING PLAN

401k

Assets$1.0M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MOYER ASSOCIATES PENSION PLAN

MoneyPurchase

Assets$501K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MOYER ASSOCIATES PROFIT SHARING PLAN401k$1.0M42025
001MOYER ASSOCIATES PENSION PLANMoneyPurchase$501K42025
Retirement plans
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