How big is MORA Wealth Management LLC's plan?

MORA Wealth Management LLC's plan reported $3.6M in assets and 32 participants for 2024.

Original filing (PDF)20250710104825NAL0005440017001

MORA Wealth Management LLC

Name: MORA Wealth Management LLC — MORA Wealth Management, Form 5500 (2024)
Creator: MORA Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MORA Wealth Management, L.L.C.

401(k) retirement plan · MORA Wealth Management LLC's MORA Wealth Management, L.L.C. held $3.6M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Edgar Penela signed MORA Wealth Management LLC's 2024 Form 5500 as plan administrator.

Edgar Penela — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

MORA Wealth Management LLC's EIN is 65-0974286.

EIN 65-0974286

Plan number 001

Plan year 2024

ACK ID 20250710104825NAL0005440017001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for MORA Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

MORA Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORA WEALTH MANAGEMENT LLC.

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Plan health score

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

Vendor & structure

100

Helping the score