How big is James A. MORO, PA's plan?

James A. MORO, PA's plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20250707092537NAL0003070433001

James A. MORO, PA

Name: James A. MORO, PA — James A. MORO, PA 401(k) P/S, Form 5500 (2024)
Creator: James A. MORO, PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James A. MORO, PA 401(k) P/S Plan

401(k) retirement plan · James A. MORO, PA's James A. MORO, PA 401(k) P/S Plan held $2.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

James MORO signed James A. MORO, PA's 2024 Form 5500 as plan administrator.

James MORO — 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

James A. MORO, PA's EIN is 52-1856658.

EIN 52-1856658

Plan number 001

Plan year 2024

ACK ID 20250707092537NAL0003070433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for James A. MORO, PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

James A. MORO, PA's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

JAMES A. MORO, PA

EIN

all filings

Address

54 SCOTT ADAM ROAD · SUITE 101 · COCKEYSVILLE, MD · 21030

Phone

(410) 666-8644

Industry

CPA Offices· Professional & Technical Services

Plan administrator