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Original filing (PDF)20250724061831NAL0002445459001
MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS
Form 5500
FILING_RECEIVED
MOODY'S CO-WORKER OWNED EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
267
Accounts w/ balance
353
Plan assets (EOY)
$40.6M
Net assets (EOY)
$34.4M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "MOODY'S CO-WORKER OWNED VOTING COMMON STOCK" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS.
Plan sponsor
Name
MOODY'S CO-WORKER OWNED, INC. DBA MOODY'S COLLISION CENTERS
EIN
16-1645516
Address
200 NARRAGANSETT STREET · GORHAM, ME · 04038
Phone
(207) 839-2500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-24
Pension benefit codes
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BAKER NEWMAN NOYES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities· $40.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MOODY'S CO-WORKER OWNED VOTING COMMON STOCK | — | — | $9.7M | $40.6M | 99.9% | |
| NORWAY SAVINGS BANK MONEY MARKET | — | — | $49K | $49K | 0.1% | |
| NORWAY SAVINGS BANK CASH | — | — | $6K | $6K | <0.1% |
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