How big is Moon Advisory Inc.'s plan?

Moon Advisory Inc.'s plan reported $6K in assets and 3 participants for 2025.

Original filing (PDF)20260504221320NAL0000268579090

Moon Advisory Inc.

Name: Moon Advisory Inc. — Moon Advisory Inc. 401(k) Plan, Form 5500 (2025)
Creator: Moon Advisory Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moon Advisory Inc. 401(k) Plan

401(k) retirement plan · Moon Advisory Inc.'s Moon Advisory Inc. 401(k) Plan held $6K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6K

Net assets (EOY)

$6K

Plan identifiers

Moon Advisory Inc.'s EIN is 35-2464565.

EIN 35-2464565

Plan number 001

Plan year 2025

ACK ID 20260504221320NAL0000268579090

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Moon Advisory Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Moon Advisory Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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