Original filing (PDF)20230718130450NAL0001606066001

MOKSHA MANTRA LLC

Name: MOKSHA MANTRA LLC — MOKSHA MANTRA LLC RETIREMENT TRUST, Form 5500 (2022)
Creator: MOKSHA MANTRA LLC

Form 5500-SF

FILING_RECEIVED

MOKSHA MANTRA LLC RETIREMENT TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOKSHA MANTRA LLC.

Plan sponsor

Name

MOKSHA MANTRA LLC

EIN

27-0557663

Address

11709 CEDARDALE RD · LOUISVILLE, KY · 402232309

Phone

(510) 306-6766

Industry

Custom Computer Programming· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-18

Pension benefit codes

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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