How big is MOEN, Sheehan, Meyer, Ltd.'s plan?

MOEN, Sheehan, Meyer, Ltd.'s plan reported $3.7M in assets and 14 participants for 2024.

Original filing (PDF)20250709104222NAL0002775587001

MOEN, Sheehan, Meyer, Ltd.

Name: MOEN, Sheehan, Meyer, Ltd. — The MOEN, Sheehan, Form 5500 (2024)
Creator: MOEN, Sheehan, Meyer, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The MOEN, Sheehan, Meyer, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · MOEN, Sheehan, Meyer, Ltd.'s The MOEN, Sheehan, Meyer, Ltd. 401(k) Profit Sharing Plan held $3.7M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

Plan identifiers

MOEN, Sheehan, Meyer, Ltd.'s EIN is 39-1173265.

EIN 39-1173265

Plan number 001

Plan year 2024

ACK ID 20250709104222NAL0002775587001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MOEN, Sheehan, Meyer, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MOEN, Sheehan, Meyer, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOEN, SHEEHAN, MEYER, LTD..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

MOEN, SHEEHAN, MEYER, LTD.

EIN

all filings

Address

PO BOX 786 · LA CROSSE, WI · 546020786

Phone

(608) 784-8310

Industry

Law Offices· Professional & Technical Services

Plan administrator