How big is Moberg Analytics, Inc.'s plan?

Moberg Analytics, Inc.'s plan reported $170K in assets and 14 participants for 2024.

Original filing (PDF)20250710113714NAL0014982690001

Moberg Analytics, Inc.

Name: Moberg Analytics, Inc. — Moberg Analytics, Inc., Form 5500 (2024)
Creator: Moberg Analytics, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moberg Analytics, Inc. 401(k) Plan

401(k) retirement plan · Moberg Analytics, Inc.'s Moberg Analytics, Inc. 401(k) Plan held $170K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$170K

Net assets (EOY)

$170K

People on this filing

LULU Maynard signed Moberg Analytics, Inc.'s 2024 Form 5500 as plan administrator.

LULU Maynard — 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 Analytics, Inc.'s EIN is 85-0755722.

EIN 85-0755722

Plan number 001

Plan year 2024

ACK ID 20250710113714NAL0014982690001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Moberg Analytics, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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