How big is Moore Wealth, Inc.'s plan?

Moore Wealth, Inc.'s plan reported $469K in assets and 4 participants for 2024.

Original filing (PDF)20250603094815NAL0028349858001

Moore Wealth, Inc.

Name: Moore Wealth, Inc. — Moore Wealth, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Moore Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moore Wealth, Inc. 401(k) Plan

401(k) retirement plan · Moore Wealth, Inc.'s Moore Wealth, Inc. 401(k) Plan held $469K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$469K

Net assets (EOY)

$469K

People on this filing

Shabri Moore signed Moore Wealth, Inc.'s 2024 Form 5500 as plan administrator.

Shabri Moore — 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

Moore Wealth, Inc.'s EIN is 87-4127866.

EIN 87-4127866

Plan number 001

Plan year 2024

ACK ID 20250603094815NAL0028349858001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moore Wealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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