Original filing (PDF)20250627195147NAL0014175952002

THE MOSTERT GROUP, LLC

Name: THE MOSTERT GROUP, LLC — THE MOSTERT GROUP LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: THE MOSTERT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

THE MOSTERT GROUP LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$464K

Net assets (EOY)

$464K

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MOSTERT GROUP, LLC.

Plan sponsor

Name

THE MOSTERT GROUP, LLC

EIN

20-0349381

Address

841 CORPORATE DR STE 201 · LEXINGTON, KY · 405035423

Phone

(859) 224-4488

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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