How big is Moore Financial Group's plan?

Moore Financial Group's plan reported $678 in assets and 3 participants for 2024.

Original filing (PDF)20250729141249NAL0002907729001

Moore Financial Group

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

Form 5500-SF

FILING_RECEIVED

Moore Financial Group SOCA Benefit Plan

Health & welfare plan · Moore Financial Group's Moore Financial Group SOCA Benefit Plan held $678 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$678

Net assets (EOY)

$240

People on this filing

Matt Appenzeller signed Moore Financial Group's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Moore Financial Group's EIN is 34-1950181.

EIN 34-1950181

Plan number 501

Plan year 2024

ACK ID 20250729141249NAL0002907729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Moore Financial Group's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score