· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HARRISON & MOBERLY, LLP — HARRISON & MOBERLY, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251008162955NAL0014252530001
HARRISON & MOBERLY, LLP
Form 5500-SF
FILING_RECEIVED
HARRISON & MOBERLY, LLP 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
20
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HARRISON & MOBERLY, LLP
.
Find decision makers
Plan sponsor
Name
HARRISON & MOBERLY, LLP
EIN
35-1132014
Address
8335 KEYSTONE CROSSING, SUITE 220 · INDIANAPOLIS, IN · 46240
Phone
(317) 262-3770
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
MDI TELECOM CORP. D/B/A SYNCWORKS
SYNCWORKS 401(K) PROFIT SHARING PLAN
$3.0M · 15 participants
GOTHAM SOUND AND COMMUNICATIONS
GOTHAM SOUND AND COMMUNICATIONS RETIREMENT PLAN
$3.0M · 25 participants
FURTHER LLC
FURTHER LLC 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 190 participants
TERACOMM, LLC, TERACOMM WEST & XSOPTIX
TERACOMM, LLC 401(K) PROFIT SHARING PLAN
$3.0M · 10 participants
BUCKEYE TRANSPLANT SERVICES, LLC
BUCKEYE TRANSPLANT SERVICES 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 177 participants
UKC ACQUISITIONS LP
UNITED KENNEL CLUB SALARY DEFERRAL PLAN
$3.0M · 39 participants
Large plans in Indiana
ELI LILLY AND COMPANY
LILLY SAVINGS PLAN MASTER TRUST FUND B
$13.5B
ELI LILLY AND COMPANY
THE LILLY EMPLOYEE 401(K) PLAN
$13.1B · 21,803 participants
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN MASTER TRUST
$12.1B
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH 401(K) PLAN
$12.1B · 71,880 participants
ATH HOLDING COMPANY, LLC
ELEVANCE HEALTH DEFINED CONTRIBUTION MASTER TRUST
$11.9B
ELI LILLY AND COMPANY
THE LILLY RETIREMENT PLAN
$11.8B · 21,629 participants
