Original filing (PDF)20251013144514NAL0001452097001

MOSS MANAGEMENT SERVICES, INC.

Name: MOSS MANAGEMENT SERVICES, INC. — MOSS MANAGEMENT SERVICES, INC. 401(K) SALARY REDUCTION PLAN, Form 5500 (2024)
Creator: MOSS MANAGEMENT SERVICES, INC.

Form 5500

FILING_RECEIVED

MOSS MANAGEMENT SERVICES, INC. 401(K) SALARY REDUCTION PLAN

401(k) retirement plan

Signals · 1

100% in single holding

Active participants

360

Accounts w/ balance

371

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "[DFE: PUTNAM STABLE VALUE FUND (extraction pending)]" is 100% of plan.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOSS MANAGEMENT SERVICES, INC..

Plan sponsor

Name

MOSS MANAGEMENT SERVICES, INC.

EIN

20-4075822

Address

15300 VENTURA BLVD STE 405 · SHERMAN OAKS, CA · 914035856

Phone

(818) 990-5999

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

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

Audit & trust (Schedule H)

Auditor

HOLTHOUSE CARLIN & VAN TRIGT LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$44K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	ADVISOR	$15K	—

Investments

1 pooled fund· $236K(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.