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Original filing (PDF)20250728110855NAL0001454257001

MOORE & VAN ALLEN PLLC

Form 5500
FILING_RECEIVED
MOORE & VAN ALLEN PENSION PLAN
Defined-benefit pension plan
Signals · 2
33% in single holdingNo recordkeeper disclosed
Active participants
138
Accounts w/ balance
—
Plan assets (EOY)
$54.1M
Net assets (EOY)
$54.1M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
86
/ 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
83
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
  • Top holding "12 (i) Net Gain $ (h)" is 33% of plan.
  • 37 bps in Schedule C fees — 132% above peer band of 16 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOORE & VAN ALLEN PLLC.
Plan sponsor
Name
MOORE & VAN ALLEN PLLC
EIN
56-0559307
Address
100 NORTH TRYON ST., SUITE 4700 · CHARLOTTE, NC · 28202
Phone
(704) 331-1000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
GREER WALKER LLP
Trustee / custodian
—
Trustee phone
—

Service providers (Schedule C)

4 rows
Other
4
NameEINLocationRelationDirect compIndirect comp
BANK OF AMERICA MERRILL LYNCH—PENNINGTON, NJINV MGMT$106K—
COLUMBIA MANAGEMENT—BOSTON, MAINV MGMT$48K—
PIMCO TOTAL RETURN INSTL—NEWPORT BEACH, CAINV MGMT$30K—
PIMCO HIGH YIELD INSTL—NEWPORT BEACH, CAINV MGMT$17K—

Investments

3 direct securities· $13.6M(25% of reported assets)
PIInvestmentTypeShares / unitsCostCurrent value% of plan
12 (i) Net Gain $ (h)———$4.5M8.4%
(g)———$4.5M8.4%
Price Selling———$4.5M8.4%

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