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Original filing (PDF)20251010083117NAL0007809585001
THE MOSCOE GROUP, INC.
Form 5500
FILING_RECEIVED
THE MOSCOE GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
162
Plan assets (EOY)
$34.7M
Net assets (EOY)
$34.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "[DFE: RELIANCE TRUST COMPANY STABLE VALUE FUND COLLECTIVE INVESTMENT TRUST, SERIES 25053 (extraction pending)]" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MOSCOE GROUP, INC..
Plan sponsor
Name
THE MOSCOE GROUP, INC.
EIN
41-0879573
Address
10900 WAYZATA BLVD, STE 600 · MINNETONKA, MN · 55305
Phone
(952) 829-7850
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MAHONEYULBRICHRISTAINSEN&RUSS PA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $118K | — |
Investments
1 pooled fund· $1.0M(3% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| METLIFE STABLE VALUE FUND RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.9% |
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