How big is Moneco Advisors, LLC's plan?

Moneco Advisors, LLC's plan reported $1.6M in assets and 53 participants for 2024.

Original filing (PDF)20251014144650NAL0004284576001

Moneco Advisors, LLC

Name: Moneco Advisors, LLC — Moneco Advisors LLC 401(k), Form 5500 (2024)
Creator: Moneco Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moneco Advisors LLC 401(k) Plan

401(k) retirement plan · Moneco Advisors, LLC's Moneco Advisors LLC 401(k) Plan held $1.6M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Arthur J Kelleher III signed Moneco Advisors, LLC's 2024 Form 5500 as plan administrator.

Arthur J Kelleher III — 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

Moneco Advisors, LLC's EIN is 46-3758971.

EIN 46-3758971

Plan number 001

Plan year 2024

ACK ID 20251014144650NAL0004284576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moneco Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moneco Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MONECO ADVISORS, LLC.

Finding similar companies…

Plan health score

Above-average plan

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