Moneta Group Investment

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

4,643

Total plan assets

$344.7M

Filings (rows)

Direct comp

$328K

Indirect comp

Showing only "MONETA GROUP INVESTMENT"

View all 8 variants aggregated →

MONETA GROUP183 MONETA GROUP INVESTMENT ADVISORS44 MONETA GROUP INVESTMENT ADVISORS LL16 MONETA GROUP INVESTMENT ADVISO13 MONETA GROUP INVESTMENT ADV9 MONETA GROUP INVESTMENT4 MONETA GROUP INVESTMENT ADVISORSLLC

SERVICES PROVIDED

Advisor / Consultant4

Prospecting the plans that use Moneta Group Investment?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Lake Regional Health System Lake Regional Health System Employees' Retirement Plan · all filings	OSAGE BEACH, MO	Advisor / Consultant	1,452	$116.8M	$94K	$0
Lake Regional Health System Lake Regional Health System Employees' Retirement Plan · all filings	OSAGE BEACH, MO	Advisor / Consultant	1,425	$103.3M	$83K	$0
Lake Regional Health System Lake Regional Health System Employees' Retirement Plan · all filings	OSAGE BEACH, MO	Advisor / Consultant	1,399	$85.6M	$85K	$0
Hydromat, Inc. of St. Louis, MO Hydromat, Inc. of St. Louis MO 401(k) Plan · all filings	MARYLAND HEIGHTS, MO	Advisor / Consultant	367	$39.0M	$66K	$0