Original filing (PDF)20250916112154NAL0001906337001

MOORE, INGRAM, JOHNSON, & STEELE, LLP

Name: MOORE, INGRAM, JOHNSON, & STEELE, LLP — MOORE, INGRAM, JOHNSON, & STEELE, LLP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MOORE, INGRAM, JOHNSON, & STEELE, LLP

Form 5500

FILING_RECEIVED

MOORE, INGRAM, JOHNSON, & STEELE, LLP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

173

Accounts w/ balance

137

Plan assets (EOY)

$28.0M

Net assets (EOY)

$28.0M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOORE, INGRAM, JOHNSON, & STEELE, LLP.

Plan sponsor

Name

MOORE, INGRAM, JOHNSON, & STEELE, LLP

EIN

58-2153374

Address

EMERSON OVERLOOK · 326 ROSWELL STREET · MARIETTA, GA · 30060

Phone

(770) 795-5030

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$23K	—

Investments

1 pooled fund· $26.2M(94% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.