How big is Moody PLLC's plan?

Moody PLLC's plan reported $668K in assets and 10 participants for 2024.

Original filing (PDF)20250904213503NAL0016509505001

Moody PLLC

Name: Moody PLLC — Moody PLLC 401(k) Plan, Form 5500 (2024)
Creator: Moody PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moody PLLC 401(k) Plan

401(k) retirement plan · Moody PLLC's Moody PLLC 401(k) Plan held $668K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$668K

Net assets (EOY)

$668K

People on this filing

Heather Stewart signed Moody PLLC's 2024 Form 5500 as plan administrator.

Heather Stewart — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Moody PLLC's EIN is 26-4792611.

EIN 26-4792611

Plan number 001

Plan year 2024

ACK ID 20250904213503NAL0016509505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moody PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moody PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MOODY PLLC

EIN

all filings

Address

609 H STREET NE · SUITE 600 · WASHINGTON, DC · 20002

Phone

(202) 543-1286

Industry

Professional & Technical Services

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

2025-09-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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