JOEL R. MOGY INVESTMENT COUNSEL, INC. PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
High average account balance
Active participants
9
Accounts w/ balance
9
Plan assets (EOY)
$14.6M
Net assets (EOY)
$14.6M
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
67
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOEL R. MOGY INVESTMENT COUNSEL, INC..
Plan sponsor
Name
JOEL R. MOGY INVESTMENT COUNSEL, INC.
EIN
95-3533539
Address
315 SOUTH BEVERLY DRIVE STE. 400 · BEVERLY HILLS, CA · 902124301
