Original filing (PDF)20231016094816NAL0025255939007

MCCLENNY, MOSELEY & ASSOCIATES, PLLC

Name: MCCLENNY, MOSELEY & ASSOCIATES, PLLC — MCCLENNY, MOSELEY & ASSOCIATES CASH BALANCE PLAN, Form 5500 (2022)
Creator: MCCLENNY, MOSELEY & ASSOCIATES, PLLC

Form 5500-SF

FILING_RECEIVED

MCCLENNY, MOSELEY & ASSOCIATES CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$572K

Net assets (EOY)

$572K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCCLENNY, MOSELEY & ASSOCIATES, PLLC.

Plan sponsor

Name

MCCLENNY, MOSELEY & ASSOCIATES, PLLC

EIN

81-2735686all filings

Address

516 HEIGHTS BLVD. · HOUSTON, TX · 77007

Phone

(713) 322-6216

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator