How big is Keith O. Moeller's plan?

Keith O. Moeller's plan reported $225K in assets and 4 participants for 2024.

Original filing (PDF)20250714162724NAL0003068802001

Keith O. Moeller

Name: Keith O. Moeller — Moeller Advisory Group Retirement, Form 5500 (2024)
Creator: Keith O. Moeller
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moeller Advisory Group Retirement Plan

401(k) retirement plan · Keith O. Moeller's Moeller Advisory Group Retirement Plan held $225K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$225K

Net assets (EOY)

$225K

People on this filing

Keith Moeller signed Keith O. Moeller's 2024 Form 5500 as plan administrator.

Keith Moeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Keith O. Moeller's EIN is 43-1538583.

EIN 43-1538583

Plan number 001

Plan year 2024

ACK ID 20250714162724NAL0003068802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Keith O. Moeller from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Keith O. Moeller's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KEITH O. MOELLER.

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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

Knocking points off