How big is Aiken Moser Wealth Management Group, LLC's plan?

Aiken Moser Wealth Management Group, LLC's plan reported $5.4M in assets and 5 participants for 2024.

Original filing (PDF)20251002104147NAL0000370401001

Aiken Moser Wealth Management Group, LLC

Name: Aiken Moser Wealth Management Group, LLC — Form 5500 Plan 001 (2024)
Creator: Aiken Moser Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aiken Moser Wealth Management Group 401(k) Profit Sharing Plan

401(k) retirement plan · Aiken Moser Wealth Management Group, LLC's Aiken Moser Wealth Management Group 401(k) Profit Sharing Plan held $5.4M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.4M

Net assets (EOY)

$5.4M

Plan identifiers

Aiken Moser Wealth Management Group, LLC's EIN is 92-1864405.

EIN 92-1864405

Plan number 001

Plan year 2024

ACK ID 20251002104147NAL0000370401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aiken Moser Wealth Management Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aiken Moser Wealth Management Group, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AIKEN MOSER WEALTH MANAGEMENT GROUP, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score