MOODY-VALLEY INSURANCE AGENCY, INC 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
16
Accounts w/ balance
26
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score
89
/ 100
Grade A
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
61
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOODY-VALLEY INSURANCE AGENCY, INC..
Plan sponsor
Name
MOODY-VALLEY INSURANCE AGENCY, INC.
EIN
84-0564149
Address
760 HORIZON DRIVE · SUITE 201 · GRAND JUNCTION, CO · 81506
Phone
(303) 824-6604
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
