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MONEY INVESTMENT COMPANY — MONEY INC 401K, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250723115251NAL0004047233001
MONEY INVESTMENT COMPANY
Form 5500-SF
FILING_RECEIVED
MONEY INC 401K
401(k) retirement plan
Active participants
23
Accounts w/ balance
6
Plan assets (EOY)
$432
Net assets (EOY)
$432
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MONEY INVESTMENT COMPANY
.
Find decision makers
Plan sponsor
Name
MONEY INVESTMENT COMPANY
EIN
58-2681436
Address
9710 NE SANDY BLVD · PORTLAND, OR · 97220
Phone
(541) 206-7675
Industry
Accommodation & Food Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-07-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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SURF AND TURF STEAKHOUSE LLC
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MAESTRO RESTAURANT INC
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HOUDINI PIZZA LABORATORY LLC
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TACOS Y CARNITAS LOS GARCIA LLC
TACOS Y CARNITAS LOS GARCIA LLC 401(K) PLAN
65
Knocking points off
Only 26% as many balances as active participants — suggests many active employees aren't deferring.
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.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$438 · 4 participants
JAMMING, LLC
JAMMING, LLC 401(K) RETIREMENT PLAN
$426 · 43 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
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$12.1B
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$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
