Plans listing this provider
80
0.14% of the 56,420 plans with Schedule H financials; 76 in 2023
Providers › Moneta Group LLC
Moneta Group LLC
- Service provider, as named on Schedule C
- EIN 201903821
- Plan year 2024
- Direct compensation reported $2,839,278
Assets of those plans
$26,307,359,668
0.34% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$2,839,278
96% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 61 |
| 50 | Direct payment from the plan | 14 |
| 26 | Investment advisory (participants) | 8 |
| 99 | Other fees | 5 |
| 28 | Investment management | 3 |
| 64 | Recordkeeping fees | 3 |
| 15 | Recordkeeping and information management | 2 |
| 16 | Consulting (general) | 2 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $8,628 |
| Cadence Design Systems, Inc. 401(k) Plan | Cadence Design Systems | $2,092,078,532 | 5,890 | $13,965 |
| Orrick, Herrington & Sutcliffe LLP Retirement Plan | Orrick Herrington & Sutcliffe | $1,177,090,773 | 2,986 | $6,726 |
| American Century Retirement Plan | American Century Services | $1,093,386,946 | 2,280 | $5,743 |
| Dentons US LLP Profit Sharing Plan | Dentons US | $998,819,836 | 2,561 | $12,768 |
| HNTB Retirement and Savings Plan | HNTB Holdings | $623,027,532 | 7,895 | $9,195 |
| Thompson Coburn LLP 401(k) Profit Sharing Plan | Thompson Coburn | $484,264,927 | 1,050 | $39,961 |
| The Perficient, Inc. 401(k) Employee Savings Plan | Perficient | $391,435,861 | 3,568 | $62,500 |
| Roeslein & Associates, Inc. Retirement Savings Plan | Roeslein & Associates | $157,986,076 | 1,156 | $112,529 |
| Western Anesthesiology Associates, Inc. Profit Sharing Retirement Plan | Western Anesthesiology Associates | $149,460,730 | 30 | $7,035 |
| Leydig, Voit & Mayer, Ltd. 401(k) and Profit Sharing Plan | Leydig Voit & Mayer | $149,349,962 | 254 | $16,623 |
| Lake Regional Health System Employees' Retirement Plan | Lake Regional Health System | $116,813,207 | 1,693 | $93,678 |
| Jefferson City Medical Group, P. C. Profit Sharing Plan | Jefferson City Medical Group | $113,127,512 | 736 | $67,208 |
| Metro-west Anesthesia Group, Inc. 401(k) Plan | Metro-west Anesthesia Group | $96,462,876 | 192 | $5,333 |
| Sunnen Employees' Retirement Plan | Sunnen Products | $95,442,850 | 527 | $15,000 |
| Carrollton Bank Employees 401(k) and Profit Sharing Plan | Carrollton Bank | $94,160,960 | 323 | $133,770 |
| Grimco, Inc. 401(k) and Profit Sharing Plan | Grimco | $80,186,878 | 1,015 | $38,479 |
| Dierbergs Collectively Bargained Employees' 401(k) Plan | Dierbergs Markets | $78,108,946 | 974 | $66,305 |
| Dierbergs Markets, Inc. 401(k) Plan | Dierbergs Markets | $74,463,258 | 406 | $45,189 |
| Industrial Service Solutions 401(k) Planrecordkeeper | Industrial Service Solutions | $65,971,974 | 2,667 | $35,394 |
| Oral Surgery Partners MSO, LLC 401(k) Profit Sharing Plan and Trust | Oral Surgery Partners MSO | $50,309,290 | 1,084 | $57,986 |
| Quick Supply Company Employees' 401(k) Plan | Quick Supply | $48,417,543 | 438 | $77,813 |
| Wolter Inc. Salary Savings Plan | Wolter | $47,969,224 | 867 | $60,000 |
| R.G. Brinkmann Company Profit Sharing Plan and Trust | R.G. Brinkmann | $47,054,692 | 523 | $60,713 |
| Tacony Corporation Retirement Plan | Tacony | $46,262,474 | 398 | $94,313 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.