Tyron Moser signed Moser Consulting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moser Consulting, Inc.'s EIN is 35-1975338.
Download the official 2024 Form 5500 (PDF) for Moser Consulting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moser Consulting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NYHART | 35-0966414 | — | NONE | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund 131,571 | Mutual Funds | — | — | $5.7M | 16.8% | |
| Fidelity 500 Index Fund - Institutional Premium 25,364 | Common Collective Trusts | — | — | $5.2M | 15.3% | |
| Vanguard Target Retirement 2030 Fund 123,153 | Mutual Funds | — | — | $4.7M | 13.8% | |
| Vanguard Target Retirement 2050 Fund 68,584 | Mutual Funds | — | — | $3.4M | 10.1% | |
| Fidelity Large Cap Growth Index Fund 57,384 | Common Collective Trusts | — | — | $2.2M | 6.6% | |
| Vanguard Target Retirement 2045 Fund 64,351 | Mutual Funds | — | — | $1.9M | 5.6% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | Self-Directed Brokerage | — | — | $1.4M | 4.2% | |
| Carillon Eagle Mid Cap Growth Fund R6 9,607 | Other securities | — | — | $749K | 2.2% | |
| CASH, INTEREST-BEARING | Cash / Money Market | — | — | $702K | 2.1% | |
| Vanguard Target Retirement 2060 Fund 13,443 | Mutual Funds | — | — | $689K | 2.0% | |
| American Funds EuroPacific Growth Fund R6 12,713 | Mutual Funds | — | — | $683K | 2.0% | |
| Vanguard Small Cap Index Fund Admiral 5,821 | Common Collective Trusts | — | — | $670K | 2.0% | |
| American Funds Washington Mutual Investors Fund R6 10,251 | Mutual Funds | — | — | $631K | 1.9% | |
| American Funds New Perspective Fund R6 10,004 | Mutual Funds | — | — | $622K | 1.8% | |
| Vanguard Target Retirement 2035 Fund 21,125 | Mutual Funds | — | — | $507K | 1.5% | |
| Vanguard Target Retirement 2020 Fund 17,759 | Mutual Funds | — | — | $470K | 1.4% | |
| TCW Metropolitan West Total Return Bond Fund 55,415 | Other securities | — | — | $461K | 1.4% | |
| Vanguard Target Retirement 2055 Fund 8,127 | Mutual Funds | — | — | $452K | 1.3% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25%-9.50%, with maturities through December 2029 0 | Bonds / Notes | — | — | $399K | 1.2% | |
| Vanguard Wellesley Income Fund Admiral 6,054 | Mutual Funds | — | — | $363K | 1.1% | |
| American Funds Balanced Fund R6 10,544 | Mutual Funds | — | — | $362K | 1.1% | |
| Vanguard Health Care Fund Admiral 4,009 | Mutual Funds | — | — | $308K | 0.9% | |
| Cohen & Steers Real Estate Securities Fund Z 13,504 | Other securities | — | — | $233K | 0.7% | |
| American Funds New World Fund R6 2,090 | Mutual Funds | — | — | $161K | 0.5% | |
| Fidelity Advisor Strategic Dividend & Income Fund 9,048 | Mutual Funds | — | — | $152K | 0.4% | |
| Vanguard Target Retirement 2065 Fund 4,238 | Mutual Funds | — | — | $142K | 0.4% | |
| Osterweis Strategic Income Fund 9,981 | Other securities | — | — | $112K | 0.3% | |
| Fidelity Mid Cap Index Fund - Institutional Premium 3,239 | Common Collective Trusts | — | — | $109K | 0.3% | |
| PIMCO Income Fund Institutional Class 7,012 | Mutual Funds | — | — | $74K | 0.2% | |
| Vanguard Target Retirement 2025 Fund 2,756 | Mutual Funds | — | — | $52K | 0.2% | |
| Fidelity Total Bond Fund 2,496 | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard Equity-Income Fund Admiral Shares 257 | Mutual Funds | — | — | $23K | <0.1% | |
| Principal Short-Term Income Fund 1,266 | Other securities | — | — | $15K | <0.1% | |
| REGISTERED INVESTMENT COMPANIES American Century Mid Cap Value Fund R6 552 | Other securities | — | — | $9K | <0.1% | |
| Vanguard International Growth Fund Admiral Shares 13 | Mutual Funds | — | — | $1K | <0.1% | |
| MFS International Equity Fund R6 31 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
