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OTTO AND MOORE, INC. — OTTO AND MOORE, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250903130834NAL0031603138001
OTTO AND MOORE, INC.
Form 5500-SF
FILING_RECEIVED
OTTO AND MOORE, INC. 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
14
Accounts w/ balance
14
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
OTTO AND MOORE, INC.
.
Find decision makers
Plan sponsor
Name
OTTO AND MOORE, INC.
EIN
56-0964215
Address
701 EASTCHESTER DRIVE · HIGH POINT, NC · 27262
Phone
(336) 887-0017
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-09-03
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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