How big is Moser & Company PLLC's plan?

Moser & Company PLLC's plan reported $7.7M in assets and 7 participants for 2024.

Original filing (PDF)20250916222630NAL0002330145001

Moser & Company PLLC

Name: Moser & Company PLLC — Moser Wealth Advisors LLC, Form 5500 (2024)
Creator: Moser & Company PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moser Wealth Advisors LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Moser & Company PLLC's Moser Wealth Advisors LLC 401(k) Profit Sharing Plan held $7.7M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.7M

Net assets (EOY)

$7.7M

People on this filing

M. Scott Moser signed Moser & Company PLLC's 2024 Form 5500 as plan administrator.

M. Scott Moser — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Moser & Company PLLC's EIN is 32-0173234.

EIN 32-0173234

Plan number 001

Plan year 2024

ACK ID 20250916222630NAL0002330145001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moser & Company PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moser & Company PLLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOSER & COMPANY PLLC.

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Plan health score

Top-tier plan health

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

100

Helping the score