Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOSELEY INVESTMENT MANAGEMENT, INC.
EIN 65-0195103financial servicesLatest filing 2024
Plans
2
Retirement
2
$4.2M assets
Welfare
0
Participants
14
1724 MANATEE AVENUE WEST - BRADENTON, FL 34205941-745-2799moseleyinvestment.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.2M assets / 14 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#004
MOSELEY INVESTMENT MANAGEMENT, INC. CASH BALANCE PLAN
CashBalance
Assets$2.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MOSELEY INVESTMENTS MANAGEMENT, INC. RETIREMENT PLAN
401k
Assets$2.1M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MOSELEY INVESTMENT MANAGEMENT, INC. CASH BALANCE PLAN | CashBalance | $2.1M | 7 | 2024 | |
| 003 | MOSELEY INVESTMENTS MANAGEMENT, INC. RETIREMENT PLAN | 401k | $2.1M | 7 | 2024 |
Retirement plans