KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS LLC
Form 5500-SF
FILING_RECEIVED
KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS LLC CASH BALANCE PENSION PLAN
Defined-benefit pension plan
Active participants
3
Accounts w/ balance
—
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
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 KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS LLC.
Plan sponsor
Name
KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS LLC
