How big is Moscaret Investment Advisory's plan?

Moscaret Investment Advisory's plan reported $3.0M in assets and 1 participants for 2024.

Original filing (PDF)20250225113254NAL0025947986001

Moscaret Investment Advisory

Name: Moscaret Investment Advisory — JD Moscaret DB Plan, Form 5500 (2024)
Creator: Moscaret Investment Advisory
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JD Moscaret DB Plan

Defined-benefit pension plan · Moscaret Investment Advisory's JD Moscaret DB Plan held $3.0M in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Moscaret Investment Advisory's EIN is 90-1136833.

EIN 90-1136833

Plan number 002

Plan year 2024

ACK ID 20250225113254NAL0025947986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moscaret Investment Advisory from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moscaret Investment Advisory's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOSCARET INVESTMENT ADVISORY.

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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