How big is Moberg Rathbone Kearns' plan?

Moberg Rathbone Kearns' plan reported $712K in assets and 7 participants for 2024.

Original filing (PDF)20250627112401NAL0009352273001

Moberg Rathbone Kearns

Name: Moberg Rathbone Kearns — Moberg Rathbone Kearns P.S., Form 5500 (2024)
Creator: Moberg Rathbone Kearns
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moberg Rathbone Kearns P.S. 401(k) Plan

401(k) retirement plan · Moberg Rathbone Kearns' Moberg Rathbone Kearns P.S. 401(k) Plan held $712K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$712K

Net assets (EOY)

$712K

People on this filing

Melissa Baker signed Moberg Rathbone Kearns' 2024 Form 5500 as plan administrator.

Melissa Baker — 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

Moberg Rathbone Kearns' EIN is 46-3971040.

EIN 46-3971040

Plan number 001

Plan year 2024

ACK ID 20250627112401NAL0009352273001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moberg Rathbone Kearns from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moberg Rathbone Kearns' plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOBERG RATHBONE KEARNS.

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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