Original filing (PDF)20231115082722NAL0005378625001

MOODY, FAMIGLIETTI & ANDRONICO, LLP

Name: MOODY, FAMIGLIETTI & ANDRONICO, LLP — MOODY, FAMIGLIETTI & ANDRONICO, LLP SAVINGS PLAN, Form 5500 (2022)
Creator: MOODY, FAMIGLIETTI & ANDRONICO, LLP

Form 5500

FILING_RECEIVED

MOODY, FAMIGLIETTI & ANDRONICO, LLP SAVINGS 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

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MOODY, FAMIGLIETTI & ANDRONICO, LLP

EIN

04-3077056

Address

1 HIGHWOOD DR · TEWKSBURY, MA · 018761155

Phone

(978) 557-5320

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-04-05

Filed

2023-11-15

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2S · Automatic enrollment

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

3B · Covers self-employed individuals

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

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
PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202	Common Collective Trust	$0	—

1–1 of 1

Related plans

Similar-size CPA Offices plans

DENNIS HOGAN & ASSOCIATES, P.C

DENNIS HOGAN & ASSOCIATES 401(K) PLAN

STOY, MALONE & COMPANY, P.C.

STOY, MALONE & COMPANY, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

MITCHELL, WIGGINS & COMPANY, LLP

MITCHELL, WIGGINS & COMPANY, LLP 401(K) RETIREMENT PLAN

FORVIS, LLP

DIXON HUGHES GOODMAN LLP 401(K) RETIREMENT PLAN

MICHEAL J VICKERS CPA PC

MICHEAL J VICKERS CPA 401(K) PLAN