Original filing (PDF)20250620102031NAL0002236595001

MOYER FINANCIAL SERVICES, LLC DBA MOYER & COMPANY LLC

Name: MOYER FINANCIAL SERVICES, LLC DBA MOYER & COMPANY LLC — MOYER & COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: MOYER FINANCIAL SERVICES, LLC DBA MOYER & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

MOYER & COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$204K

Net assets (EOY)

$204K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOYER FINANCIAL SERVICES, LLC DBA MOYER & COMPANY LLC.

Plan sponsor

Name

MOYER FINANCIAL SERVICES, LLC DBA MOYER & COMPANY LLC

EIN

47-1448007

Address

202 3RD AVE N · FRANKLIN, TN · 37064

Phone

(615) 224-8400

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Name

FUTUREPLAN FIDUCIARY SERVICES LLC

EIN

82-3719843

City

BOSTON, MA

Phone

(855) 711-5283

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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