How big is Moberly Investments LLC's plan?

Moberly Investments LLC's plan reported $26K in assets for 2024.

Original filing (PDF)20250729104720NAL0003697856001

Moberly Investments LLC

Name: Moberly Investments LLC — ONCO Retirement Trust, Form 5500 (2024)
Creator: Moberly Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ONCO Retirement Trust

Defined-contribution retirement plan · Moberly Investments LLC's ONCO Retirement Trust reported $26K in plan assets in 2024.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Erica Spurgeon signed Moberly Investments LLC's 2024 Form 5500 as plan administrator.

Erica Spurgeon — 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

Moberly Investments LLC's EIN is 75-2621902.

EIN 75-2621902

Plan number 001

Plan year 2024

ACK ID 20250729104720NAL0003697856001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Decision-maker contacts

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

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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 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