Original filing (PDF)20250528113620NAL0018675794001

Moritz Financial Group

Name: Moritz Financial Group — Moritz Financial Group, Form 5500 (2024)
Creator: Moritz Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Moritz Financial Group 401(k) Plan

401(k) retirement plan · Moritz Financial Group's Moritz Financial Group 401(k) Plan held $301K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MORITZ FINANCIAL GROUP

EIN

90-1161248all filings

Address

8705 SHOAL CREEK BLVD., SUITE 111 · AUSTIN, TX · 78757

Phone

(512) 454-8800

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