Assets by plan
Share of aggregate retirement assets
65%top
Sponsor portfolio
FRANCO & MORONEY, LLC
EIN 45-1749250Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
50
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.4M assets / 50 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
FRANCO & MORONEY, LLC 401(K) PLAN & TRUST
401k
Assets$8.1M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FRANCO & MORONEY, LLC CASH BALANCE DEFINED BENEFIT PLAN
CashBalance
Assets$4.3M
Participants24
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 | FRANCO & MORONEY, LLC 401(K) PLAN & TRUST | 401k | $8.1M | 26 | 2025 | |
| 002 | FRANCO & MORONEY, LLC CASH BALANCE DEFINED BENEFIT PLAN | CashBalance | $4.3M | 24 | 2024 |
Retirement plans