Original filing (PDF)20250305114701NAL0013563600001

MOFF AND ASSOCIATES, LLC

Name: MOFF AND ASSOCIATES, LLC — MOFF & ASSOCIATES 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MOFF AND ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

MOFF & ASSOCIATES 401(K) AND PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 MOFF AND ASSOCIATES, LLC.

Plan sponsor

Name

MOFF AND ASSOCIATES, LLC

EIN

30-1037861

Address

130 COURT STREET, SUITE 205 · WILLIAMSPORT, PA · 17701

Phone

(570) 326-2533

Industry

Finance & Insurancesee 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

2025-03-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CHARLES R. GREEN & ASSOCIATES INC

CHARLES R. GREEN & ASSOCIATES INC RETIREMENT SAVINGS PLAN

$1.4M · 5 participants

LIGHTHOUSE FINANCIAL SERVICES, INC.

LIGHTHOUSE FINANCIAL SERVICES, INC. CASH BALANCE PLAN

$1.4M · 3 participants

SECURE PLANNING, LLC

SECURE PLANNING, LLC. 401(K) PLAN

$1.4M · 5 participants

DUFFY WEALTH MANAGEMENT

DUFFY WEALTH MANAGEMENT RETIREMENT PLAN

$1.4M · 4 participants

HALBERT HARGROVE GLOBAL ADVISORS, LLC

HALBERT HARGROVE GLOBAL ADVISORS, LLC CASH BALANCE PLAN