Filings through .
Moneta Group LLC
Matched across 29 name variants in the filings
Moneta Group LLC summary
Moneta Group LLC appears on 93 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $36.0B in assets for 171,870 participants. The median client plan holds $28.9M. Most client plans are sponsored in MO, IL and CA. The largest clients by plan assets are Avago Technologies U.S. Inc., Humana Inc. and Cadence Design Systems Inc. Plans reported $3.6M in direct and indirect compensation paid to Moneta Group LLC. The median is $34K per plan.
- Participants
- 171,870
- Median plan assets
- $28.9M
- Median plan participants
- 320
- Median fees per plan
- $34K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Avago Technologies U.S. Inc. | CA | $13.2B | 30,767 |
| Humana Inc. | KY | $8.7B | 57,219 |
| Cadence Design Systems Inc | CA | $2.4B | 6,043 |
| Lockton, Inc. | MO | $1.7B | 9,677 |
| Orrick, Herrington & Sutcliffe LLP | WV | $1.4B | 3,184 |
| American Century Services, LLC | MO | $1.2B | 2,256 |
| Dentons US LLP | IL | $1.1B | 2,636 |
| Womble Bond Dickinson (US), LLP | NC | $1.1B | 2,671 |
| HNTB Holdings Ltd. | MO | $714M | 8,733 |
| Thompson Coburn LLP | MO | $529M | 1,146 |
| Perficient, Inc. | MO | $444M | 3,562 |
| Arco Business Services, Inc. | MO | $241M | 2,370 |
| Roeslein & Associates, Inc. | MO | $178M | 1,261 |
| Leydig, Voit & Mayer, Ltd. | IL | $173M | 253 |
| Western Anesthesiology Associates, Inc. | MO | $149M | 321 |
| Lake Regional Health System | MO | $132M | 1,721 |
| Jefferson City Medical Group, P.C. | MO | $126M | 776 |
| Metro-West Anesthesia Group, Inc. | MO | $115M | 236 |
| Carrollton Bank | IL | $109M | 348 |
| Tierpoint, LLC | MO | $101M | 1,168 |
| Grimco, Inc. | MO | $97.7M | 1,158 |
| Novus International, Inc. | MO | $96.3M | 421 |
| Delta Dental of Missouri | MO | $94.5M | 304 |
| Dierbergs Markets, Inc. | MO | $84.9M | 2,134 |
| Oral Surgery Partners Mso, LLC | MO | $84.1M | 1,529 |
- CAParticipants 30,767
- Humana Inc.$8.7BKYParticipants 57,219
- CAParticipants 6,043
- Lockton, Inc.$1.7BMOParticipants 9,677
- WVParticipants 3,184
- MOParticipants 2,256
- Dentons US LLP$1.1BILParticipants 2,636
- NCParticipants 2,671
- HNTB Holdings Ltd.$714MMOParticipants 8,733
- Thompson Coburn LLP$529MMOParticipants 1,146
- Perficient, Inc.$444MMOParticipants 3,562
- MOParticipants 2,370
- MOParticipants 1,261
- ILParticipants 253
- MOParticipants 321
- MOParticipants 1,721
- MOParticipants 776
- MOParticipants 236
- Carrollton Bank$109MILParticipants 348
- Tierpoint, LLC$101MMOParticipants 1,168
- Grimco, Inc.$97.7MMOParticipants 1,158
- MOParticipants 421
- Delta Dental of Missouri$94.5MMOParticipants 304
- Dierbergs Markets, Inc.$84.9MMOParticipants 2,134
- MOParticipants 1,529
Top client states
- MO66 plans
- IL8 plans
- CA4 plans
- KS2 plans
- TX2 plans
Frequently asked questions
- Who uses Moneta Group LLC?
- 93 retirement plans list Moneta Group LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Avago Technologies U.S. Inc., Humana Inc., Cadence Design Systems Inc, Lockton, Inc. and Orrick, Herrington & Sutcliffe LLP. Most client plans are sponsored in MO, IL and CA.
- How many plans does Moneta Group LLC serve?
- Moneta Group LLC serves 93 retirement plans with $36.0B in plan assets and 171,870 participants, based on the latest Form 5500 filings through 2024.
- What does Moneta Group LLC charge?
- Plans reported $3.6M in total Schedule C compensation paid to Moneta Group LLC. The median plan paid $34K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served93+2 YoYRank #208 of mapped providers
Assets under administration$36.0B0.0%Rank #1154 by share of filed assets
Fees received$4MMedian $34,316/planSum across Schedule C direct + indirect
Net wins YoY+29 won - 7 lostPlan-level switch detection
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