How big is The Moore Financial Group, LLC's plan?

The Moore Financial Group, LLC's plan reported $2.3M in assets and 4 participants for 2024.

Original filing (PDF)20250712194422NAL0019822466001

The Moore Financial Group, LLC

Name: The Moore Financial Group, LLC — The Moore Financial, Form 5500 (2024)
Creator: The Moore Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Moore Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Moore Financial Group, LLC's The Moore Financial Group, LLC 401(k) Profit Sharing Plan held $2.3M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Michael Moore signed The Moore Financial Group, LLC's 2024 Form 5500 as plan administrator.

Michael Moore — 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

The Moore Financial Group, LLC's EIN is 27-4051526.

EIN 27-4051526

Plan number 001

Plan year 2024

ACK ID 20250712194422NAL0019822466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Moore Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Moore Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MOORE FINANCIAL GROUP, LLC.

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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