Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MORAN WEALTH MANAGEMENT
EIN 83-1956089financial servicesLatest filing 2025
Plans
2
Retirement
2
$8.9M assets
Welfare
0
Participants
113
5801 PELICAN BAY BLVD, STE 110 - NAPLES, FL 34108239-920-4429moranwm.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.9M assets / 113 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
MORAN WEALTH MANAGEMENT LLC 401K
401k
Assets$6.4M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants56
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MORAN WEALTH MANAGEMENT LLC 401K | 401k | $6.4M | 57 | 2025 | |
| 002 | MORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $2.5M | 56 | 2025 |
Retirement plans