How big is Harrison & Moberly, LLP's plan?

Harrison & Moberly, LLP's plan reported $3.0M in assets and 7 participants for 2024.

Original filing (PDF)20251008162955NAL0014252530001

Harrison & Moberly, LLP

Name: Harrison & Moberly, LLP — Harrison & Moberly, LLP, Form 5500 (2024)
Creator: Harrison & Moberly, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Harrison & Moberly, LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Harrison & Moberly, LLP's Harrison & Moberly, LLP 401(k) Profit Sharing Plan held $3.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

RORY O'BRYAN signed Harrison & Moberly, LLP's 2024 Form 5500 as plan administrator.

RORY O'BRYAN — 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

Harrison & Moberly, LLP's EIN is 35-1132014.

EIN 35-1132014

Plan number 002

Plan year 2024

ACK ID 20251008162955NAL0014252530001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Harrison & Moberly, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Harrison & Moberly, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HARRISON & MOBERLY, LLP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

HARRISON & MOBERLY, LLP

EIN

all filings

Address

8335 KEYSTONE CROSSING, SUITE 220 · INDIANAPOLIS, IN · 46240

Phone

(317) 262-3770

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator