Original filing (PDF)20250523142146NAL0010493970001

JEZIC & MOYSE

Name: JEZIC & MOYSE — JEZIC & MOYSE, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: JEZIC & MOYSE

Form 5500-SF

FILING_RECEIVED

JEZIC & MOYSE, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

107

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JEZIC & MOYSE.

Plan sponsor

Name

JEZIC & MOYSE

EIN

26-2120328

Address

2730 UNIVERSITY BLVD. W #604 · SILVER SPRING · WHEATON, MD · 20902

Phone

(240) 292-7200

Industry

Law Offices· Professional & Technical Servicessee 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

2025-05-23

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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