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Original filing (PDF)20250917101700NAL0000356289001
DONALD L. MOONEY ENTERPRISES, LLC
Form 5500
FILING_RECEIVED
DONALD L. MOONEY ENTERPRISES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
11 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DONALD L. MOONEY ENTERPRISES, LLC.
Plan sponsor
Name
DONALD L. MOONEY ENTERPRISES, LLC
EIN
42-1649440
Address
16302 PLEASANTVILLE ROAD · SUITE 211 · SAN ANTONIO, TX · 78233
Phone
(210) 992-3213
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-27
Filed
2025-09-17
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ADKF, P. C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $37K | — |
| WORLD INVESTMENT ADVISORS | — | SANTA BARBARA, CA | NONE | $19K | — |
| ADKF, PC | — | SAN ANTONIA, TX | NONE | $14K | — |
Investments
11 pooled funds· $0
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE · EIN 61-6434302 / PN 369 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE · EIN 35-6941654 / PN 375 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | $0 | — |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | $0 | — |