How big is Moore Financial Advisors, Ltd.'s plan?

Moore Financial Advisors, Ltd.'s plan reported $2.7M in assets and 3 participants for 2024.

Original filing (PDF)20250717144352NAL0000492753001

Moore Financial Advisors, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Moore Financial Advisors, Ltd. 401(k) Plan

401(k) retirement plan · Moore Financial Advisors, Ltd.'s Moore Financial Advisors, Ltd. 401(k) Plan held $2.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Moore Financial Advisors, Ltd.'s EIN is 35-2191975.

EIN 35-2191975

Plan number 001

Plan year 2024

ACK ID 20250717144352NAL0000492753001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Moore Financial Advisors, Ltd.'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 MOORE FINANCIAL ADVISORS, LTD..

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