Original filing (PDF)20250729104720NAL0003697856001

MOBERLY INVESTMENTS LLC

Name: MOBERLY INVESTMENTS LLC — ONCO RETIREMENT TRUST, Form 5500 (2024)
Creator: MOBERLY INVESTMENTS LLC

Form 5500-SF

FILING_RECEIVED

ONCO RETIREMENT TRUST

Defined-contribution retirement plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MOBERLY INVESTMENTS LLC

DBA

FIRST CO

EIN

75-2621902all filings

Address

PO BOX 180849 · DALLAS, TX · 752180849

Phone

(214) 388-5751

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-29

Pension benefit codes

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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