James Roden signed Moore & Van Allen PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moore & Van Allen PLLC's EIN is 56-0559307.
Download the official 2024 Form 5500 (PDF) for Moore & Van Allen PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moore & Van Allen PLLC's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO TOTAL RETURN INSTL | — | NEWPORT BEACH, CA | INV MGMT | $30K | — |
| PIMCO HIGH YIELD INSTL | — | NEWPORT BEACH, CA | INV MGMT | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BANK OF AMERICA MERRILL LYNCH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 12 (i) Net Gain $ (h) | Other securities | — | — | $4.5M | 8.4% | |
| (g) | Other securities | — | — | $4.5M | 8.4% | |
| Price Selling | Other securities | — | — | $4.5M | 8.4% |
| — |
| PENNINGTON, NJ |
| INV MGMT |
| $106K |
| — |
| COLUMBIA MANAGEMENT | — | BOSTON, MA | INV MGMT | $48K | — |
