How big is Moran Wealth Management LLC's plan?

Moran Wealth Management LLC's plan reported $6.3M in assets and 41 participants for 2024.

Original filing (PDF)20250825163903NAL0007816097001

Moran Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Moran Wealth Management LLC 401(k)

401(k) retirement plan · Moran Wealth Management LLC's Moran Wealth Management LLC 401(k) held $6.3M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan identifiers

Moran Wealth Management LLC's EIN is 83-1956089.

EIN 83-1956089

Plan number 001

Plan year 2024

ACK ID 20250825163903NAL0007816097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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