Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOSBY AND COMPANY, INC.
EIN 86-1047735food & beveragesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
31
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 31 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
MOSBY AND COMPANY PROFIT SHARING PLAN
ProfitSharing
Assets$1.5M
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MOSBY AND COMPANY CASH BALANCE PLAN
CashBalance
Assets$104K
Participants0
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 | MOSBY AND COMPANY PROFIT SHARING PLAN | ProfitSharing | $1.5M | 31 | 2025 | |
| 002 | MOSBY AND COMPANY CASH BALANCE PLAN | CashBalance | $104K | 0 | 2025 |
Retirement plans