Original filing (PDF)20250515120015NAL0019513185001

JA MOODY LLC

Name: JA MOODY LLC — JA MOODY LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: JA MOODY LLC

Form 5500-SF

FILING_RECEIVED

JA MOODY LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JA MOODY LLC.

Plan sponsor

Name

JA MOODY LLC

EIN

23-2770130

Address

3223 PHOENIXVILLE PIKE STE A · MALVERN, PA · 193559628

Phone

(484) 318-2345

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

2025-05-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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