WILLIAM R. MOORE, III DBA STRATVIEW WEALTH MANAGEMENT — STRATVIEW WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN, Form 5500 (2023) | Form 5500 Search
WILLIAM R. MOORE, III DBA STRATVIEW WEALTH MANAGEMENT
Form 5500-SF
FILING_RECEIVED
STRATVIEW WEALTH MANAGEMENT 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
8
Plan assets (EOY)
$762K
Net assets (EOY)
$762K
Plan health score
94
/ 100
Grade A
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
80
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM R. MOORE, III DBA STRATVIEW WEALTH MANAGEMENT.
Plan sponsor
Name
WILLIAM R. MOORE, III DBA STRATVIEW WEALTH MANAGEMENT
EIN
54-1779848
Address
3900 WESTERRE PARKWAY · SUITE 104 · RICHMOND, VA · 23233
