Original filing (PDF)20251021125009NAL0003560178001

MOODY ALDRICH PARTNERS, LLC

Name: MOODY ALDRICH PARTNERS, LLC — MOODY ALDRICH PARTNERS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MOODY ALDRICH PARTNERS, LLC

Form 5500

FILING_RECEIVED

MOODY ALDRICH PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MOODY ALDRICH PARTNERS, LLC.

Plan sponsor

Name

MOODY ALDRICH PARTNERS, LLC

EIN

04-3011533

Address

18 SEWALL ST. · MARBLEHEAD, MA · 01945

Phone

(781) 639-2750

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2024-12-31

Filed

2025-10-21

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $301K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
EAST SH US SMALL CAP SEI TRUST COMPANY · EIN 81-4262900 / PN 099	Common Collective Trust	$301K	100.0%

1–1 of 1

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