How big is Moore Financial Group, Inc.'s plan?

Moore Financial Group, Inc.'s plan reported $1.4M in assets and 4 participants for 2024.

Original filing (PDF)20250807125837NAL0010988082001

Moore Financial Group, Inc.

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

Form 5500-SF

FILING_RECEIVED

Moore Financial Group, Inc. DBA BANC Consulting Partners 401(k) Plan

401(k) retirement plan · Moore Financial Group, Inc.'s Moore Financial Group, Inc. DBA BANC Consulting Partners 401(k) Plan held $1.4M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Moore Financial Group, Inc.'s EIN is 34-1950181.

EIN 34-1950181

Plan number 001

Plan year 2024

ACK ID 20250807125837NAL0010988082001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Moore Financial Group, Inc.'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 MOORE FINANCIAL GROUP, INC..

Finding similar companies…

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