Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOSS-KELLEY, INC.
EIN 58-1592657environmental servicesLatest filing 2024
Plans
2
Retirement
2
$9.3M assets
Welfare
0
Participants
16
7284 WEST PALMETTO PARK ROAD, SUITE 304 - BOCA RATON, FL 33433407-805-0063LinkedIn1-10 employeesenvironmental services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.3M assets / 16 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
MOSS-KELLEY, INC CASH BALANCE RETIREMENT PLAN
CashBalance
Assets$5.8M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MOSS-KELLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$3.4M
Participants9
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 | MOSS-KELLEY, INC CASH BALANCE RETIREMENT PLAN | CashBalance | $5.8M | 7 | 2024 | |
| 002 | MOSS-KELLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $3.4M | 9 | 2024 |
Retirement plans