Moneta Group Llc 401(k) Plan: Login, Facts & Contact Information
Moneta Group Llc 401(k) Login
88 former Moneta Group Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Moneta Group Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 30, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $14.4 million went into the plan in contributions, $5.76 million of it from the employer (40%).
- $7.79 million was paid out to participants.
- Investment and other income added $15.9 million.
- Administrative expenses were $81,142, about $134 per account.
How the Moneta Group Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 323 | $76.2 million | $2.74 million | $3.40 million |
| 2020 | 374 | $91.9 million | $3.13 million | $3.42 million |
| 2021 | 420 | $105.5 million | $3.67 million | $11.7 million |
| 2022 | 486 | $93.6 million | $4.15 million | $4.02 million |
| 2023 | 539 | $121.6 million | $4.92 million | $1.96 million |
| 2024 | 581 | $144.0 million | $5.76 million | $7.79 million |
Moneta Group Llc 401(k) Contact Information
Questions about the Moneta Group Llc 401(k)
Does Moneta Group Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $5.76 million, 40% of all contributions.
Does the Moneta Group Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Moneta Group Llc 401(k) plan?
581 participants at the start of plan year 2024, 518 of them active employees, and 88 former employees who still had money in the plan.
What is the average 401(k) balance at Moneta Group Llc?
About $237,668 per account: $144.0 million in plan assets across 606 accounts with a balance at the end of plan year 2024.
Who manages the Moneta Group Llc 401(k) accounts?
EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Moneta Group Llc. How do I access my 401(k)?
Your account stays with EPIC Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.