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  2. Moak Insurance and Financial

Filings through Oct 24, 2026.

Moak Insurance and Financial

EIN 93-4228451-Other Services (except Public Administration)-Latest filing 2024
Plans
1
Retirement
1
$433 assets
Health & Benefits
0
Participants
5
1706 OLD TROLLEY ROAD, STE F - SUMMERVILLE, SC 29485803-556-8773
Plans on this EIN
1 filing
#001401(k)-$433 - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

MOAK INSURANCE AND FINANCIAL SERVIC

401(k)

Assets$433
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MOAK INSURANCE AND FINANCIAL SERVIC401(k)$43352024
  • MOAK INSURANCE AND FINANCIAL SERVIC$433
    #001 · 401(k) · 20245
Retirement plans
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