Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOYE, O'BRIEN & MASTERSON, LLP
EIN 59-2959760law practiceLatest filing 2025
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
39
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.4M assets / 39 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
MOYE, O'BRIEN & MASTERSON 401(K) PROFIT SHARING PLAN
401k
Assets$9.7M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MOYE, O'BRIEN & MASTERSON CASH BALANCE PLAN
CashBalance
Assets$1.7M
Participants20
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 | MOYE, O'BRIEN & MASTERSON 401(K) PROFIT SHARING PLAN | 401k | $9.7M | 19 | 2025 | |
| 002 | MOYE, O'BRIEN & MASTERSON CASH BALANCE PLAN | CashBalance | $1.7M | 20 | 2024 |
Retirement plans