How big is The Moody Foundation's plan?

The Moody Foundation's plan reported $3.4M in assets and 11 participants for 2024.

Original filing (PDF)20250915085520NAL0000842865001

The Moody Foundation

Name: The Moody Foundation — The Moody Foundation, Form 5500 (2024)
Creator: The Moody Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Moody Foundation Retirement Savings Plan

401(k) retirement plan · The Moody Foundation's The Moody Foundation Retirement Savings Plan held $3.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Garrik Addison signed The Moody Foundation's 2024 Form 5500 as plan administrator.

Garrik Addison — 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

The Moody Foundation's EIN is 74-1403105.

EIN 74-1403105

Plan number 002

Plan year 2024

ACK ID 20250915085520NAL0000842865001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Moody Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Moody Foundation's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MOODY FOUNDATION.

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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