DOL Form 5500 · 2025 Plan Year

MONETA GROUP LLC

MONETA GROUP SALARY SAVINGS PLAN

Defined ContributionMO
$174.6M
Plan Assets
620
Participants
2025
Plan Year
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Plan Details

Plan Name
MONETA GROUP SALARY SAVINGS PLAN
Sponsor
MONETA GROUP LLC
Sponsor EIN
201903821
Plan Number
001
Location
ST. LOUIS, MO
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$174.6M
Participants
620
Filing Received
September 18, 2026
Plan Year
2025

About this Plan

MONETA GROUP SALARY SAVINGS PLAN is a defined contribution retirement plan sponsored by MONETA GROUP LLC, headquartered in ST. LOUIS, MO, holding approximately $174.6M in plan assets on behalf of 620 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).