MORAN WEALTH MANAGEMENT LLC
EIN 83-1956089NAPLES, FL
MORAN WEALTH MANAGEMENT LLC (EIN 83-1956089) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $8.1M in plan assets and 82 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
Plans filed
2
Participants
82
Total assets
$8.1M
A MORAN WEALTH MANAGEMENT LLC employee? See the MORAN WEALTH MANAGEMENT LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.
Form 5500 plans filed under EIN 83-1956089
Form 5500 search →| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| MORAN WEALTH MANAGEMENT LLC 401K | 001 | 41 | $6.3M |
| MORAN WEALTH MANAGEMENT LLC CASH BALANCE PLAN | 002 | 41 | $1.8M |
About this EIN
83-1956089 is the Employer Identification Number (EIN) MORAN WEALTH MANAGEMENT LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Florida EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?