· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
BROWN, MOORE & ASSOCIATES, PLLC — BROWN, MOORE & ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251104084442NAL0018055106001
BROWN, MOORE & ASSOCIATES, PLLC
Form 5500-SF
FILING_RECEIVED
BROWN, MOORE & ASSOCIATES, PLLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
12
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
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
BROWN, MOORE & ASSOCIATES, PLLC
.
Find decision makers
Plan sponsor
Name
BROWN, MOORE & ASSOCIATES, PLLC
EIN
65-1266915
Address
930 EAST BLVD. · CHARLOTTE, NC · 28203
Phone
(704) 335-1500
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-11-04
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)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
WALTON TELKEN, LLC
WALTON TELKEN PENSION PLAN AND TRUST
$1.8M · 6 participants
HOWARD, SOLOCHEK & WEBER, S.C.
HOWARD, SOLOCHEK & WEBER, S.C. 401(K) PLAN
$1.8M · 4 participants
ELIZABETH A. BERNARD, LLC
ELIZABETH A. BERNARD, LLC 401(K) PROFIT SHARING PLAN
$1.8M · 3 participants
LAMBRIGHT MCKEE P.C.
LAMBRIGHT MCKEE P.C. 401(K) P/S PLAN
$1.8M · 5 participants
NIGRO, PETTEPIT & LUCAS, LLP
NIGRO, PETTEPIT & LUCAS, LLP 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 14 participants
LAW OFFICES OF FREDERICK F. WARD
WARD II, LLC, FREDERICK F. LAW OFFICES OF
$1.8M · 2 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
