How big is Moody Advisors, PLLC's plan?

Moody Advisors, PLLC's plan reported $245K in assets and 4 participants for 2024.

Original filing (PDF)20250909095408NAL0033506224001

Moody Advisors, PLLC

Name: Moody Advisors, PLLC — Moody Advisors, PLLC 401(k), Form 5500 (2024)
Creator: Moody Advisors, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moody Advisors, PLLC 401(k) Profit Sharing Plan

401(k) retirement plan · Moody Advisors, PLLC's Moody Advisors, PLLC 401(k) Profit Sharing Plan held $245K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$245K

Net assets (EOY)

$245K

Plan identifiers

Moody Advisors, PLLC's EIN is 87-4644756.

EIN 87-4644756

Plan number 001

Plan year 2024

ACK ID 20250909095408NAL0033506224001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Moody Advisors, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Moody Advisors, PLLC'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 MOODY ADVISORS, PLLC.

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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