Money Group, LLCProfit-sharing plan

Money Group, LLC's 2025 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $4,869,322 across 114 participant accounts, with employer contributions averaging $2,883 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in PR (181st of 323), and 9,857th of 11,654 in professional & technical services. In 2025, employees put in $2.01 for every $1.00 the employer contributed; active participation has shrunk from 107 to 83 since 2022.