· 2022–2024 · DOL EFAST2

MOORE PRIVATE WEALTH GROUP, LLC — MOORE PRIVATE WEALTH GROUP, LLC 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20251013145340NAL0003262466001

MOORE PRIVATE WEALTH GROUP, LLC

Form 5500-SF

FILING_RECEIVED

MOORE PRIVATE WEALTH GROUP, LLC 401(K) PLAN

401(k) retirement plan

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$69K

Net assets (EOY)

$69K

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

73

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MOORE PRIVATE WEALTH GROUP, LLC

EIN

81-0996629all filings

Address

504 NORTH RIDGEWAY DRIVE, SUITE B · CLEBURNE, TX · 76033

Phone

(817) 659-2212

Industry

Finance & Insurancesee 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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2K · 401(m) arrangement

2J · 401(k) feature

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

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2G · Total participant-directed accounts

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CS LABS 21 401(K) PLAN

$69K · 5 participants

RENO TAHOE WEALTH MANAGEMENT

RENO TAHOE WEALTH MANAGEMENT 401(K) PLAN

$69K · 6 participants

SMART MONEY FINANCIAL ADVISORS, LLC

SMART MONEY FINANCIAL ADVISORS 401(K) PLAN

$69K · 4 participants

WISCHOFF VENTURES

WISCHOFF VENTURES RETIREMENT PLAN

$69K · 1 participants

GREGORY W. ANDERSON

GREGORY W. ANDERSON 401K PLAN

$69K · 2 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.