How big is Roy Moraly CPA's plan?

Roy Moraly CPA's plan reported $4.1M in assets and 4 participants for 2025.

Original filing (PDF)20260514203832NAL0007184723001

Roy Moraly CPA

Name: Roy Moraly CPA — Roy Moraly, CPAS ACCY Corp. 401(k), Form 5500 (2025)
Creator: Roy Moraly CPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Roy Moraly, CPAS ACCY Corp. 401(k) Plan

401(k) retirement plan · Roy Moraly CPA's Roy Moraly, CPAS ACCY Corp. 401(k) Plan held $4.1M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Roy Moraly signed Roy Moraly CPA's 2025 Form 5500 as plan administrator.

Roy Moraly — 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

Roy Moraly CPA's EIN is 38-3643618.

EIN 38-3643618

Plan number 001

Plan year 2025

ACK ID 20260514203832NAL0007184723001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Roy Moraly CPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Roy Moraly CPA'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 ROY MORALY CPA.

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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