Moors & Cabot, Inc. 401(k) Plan: Login, Facts & Contact Information

Moors & Cabot, Inc. 401(k) Plan Facts

Plan name
MOORS & CABOT, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MOORS & CABOT, INC.
Participants
151 (101 active employees)
Former employees with a balance
20
Plan assets
$22,736,919 at Dec 31, 2024
Average account balance
$196,008 across 116 accounts
Employer contributions
$68,687 in plan year 2024 (5% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1992
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 5, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.45 million went into the plan in contributions, $68,687 of it from the employer (5%).
  • $692,287 was paid out to participants.
  • Investment and other income added $2.56 million.
  • Administrative expenses were $24,457, about $211 per account.

How the Moors & Cabot, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019172$15.6 million$59,884$922,748
2020172$15.7 million$62,749$3.64 million
2021153$17.9 million$62,308$999,897
2022158$15.7 million$63,141$716,676
2023151$19.4 million$52,633$296,144
2024151$22.7 million$68,687$692,287

Moors & Cabot, Inc. 401(k) Contact Information

Phone
617-314-0217
Mailing address
ONE FEDERAL STREET 19TH FLOOR, BOSTON MA 02110
Plan sponsor
MOORS & CABOT, INC.
Employer identification number (EIN)
04-2644548
Plan number
001

Questions about the Moors & Cabot, Inc. 401(k)

Does Moors & Cabot, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $68,687, 5% of all contributions.

Does the Moors & Cabot, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Moors & Cabot, Inc 401(k) plan?

151 participants at the start of plan year 2024, 101 of them active employees, and 20 former employees who still had money in the plan.

What is the average 401(k) balance at Moors & Cabot, Inc?

About $196,008 per account: $22.7 million in plan assets across 116 accounts with a balance at the end of plan year 2024.

Who manages the Moors & Cabot, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Moors & Cabot, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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.

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