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Original filing (PDF)20250818050650NAL0000916049001
MOORE IACOFANO GOLTSMAN, INC
Form 5500
FILING_RECEIVED
MIG 401(K) PLAN
401(k) retirement plan
Active participants
240
Accounts w/ balance
310
Plan assets (EOY)
$40.0M
Net assets (EOY)
$40.0M
How this plan invests
This plan
24 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOORE IACOFANO GOLTSMAN, INC.
Plan sponsor
Name
MOORE IACOFANO GOLTSMAN, INC
EIN
94-3116998
Address
800 HEARST AVENUE · BERKELEY, CA · 94710
Phone
(303) 440-9200
Industry
Professional & Technical Servicessee 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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC | 92-2678185 | — | INVESTMENT/FINANCIAL ADVI | $55K | — |
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
Investments
14 direct securities · 24 pooled funds· $39.6M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$32.2M
24 holdings
Registered Investment Companies
$7.3M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $6.1M | 15.3% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.6M | 14.0% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $4.9M | 12.2% | |
| LARGE CAP GROWTH FUND IV I1 WILMINGTON TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $3.6M | 9.1% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $3.3M | 8.3% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.5M | 6.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.5M | 6.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.4M | 3.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.3M | 3.2% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.0M | 2.5% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $818K | 2.0% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $784K | 2.0% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $669K | 1.7% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $496K | 1.2% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $461K | 1.2% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $424K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $409K | 1.0% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $354K | 0.9% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $325K | 0.8% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $304K | 0.8% | |
| BALANCED SUSTAINABLE I1 WILMINGTON TRUST COMPANY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $281K | 0.7% | |
| CALVERT BOND FUND I | Registered Investment Companies | — | — | $266K | 0.7% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $126K | 0.3% | |
| CALVERT SMALL CAP FUND I | Registered Investment Companies | — | — | $91K | 0.2% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $90K | 0.2% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $59K | 0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $42K | 0.1% | |
| INTERNATIONAL GR II I1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $39K | <0.1% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $20K | <0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $15K | <0.1% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $7K | <0.1% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $580 | <0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $556 | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $282 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 - R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |