Original filing (PDF)20251015115937NAL0002254467001

J E MOODY & COMPANY LLC

Name: J E MOODY & COMPANY LLC — J E MOODY & COMPANY LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: J E MOODY & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

J E MOODY & COMPANY LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J E MOODY & COMPANY LLC.

Plan sponsor

Name

J E MOODY & COMPANY LLC

EIN

93-1325937

Address

715 SW MORRISON ST, 10TH FLOOR · PORTLAND, OR · 97205

Phone

(503) 222-4590

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SPECTRUM GROUP MANAGEMENT, LLC

SPECTRUM GROUP, LLC RETIREMENT PLAN

$3.8M · 4 participants

J E MOODY & COMPANY LLC

J E MOODY & COMPANY LLC DEFINED BENEFIT PLAN

$3.7M · 5 participants

CHICAGO PACIFIC CAPITAL LP

CHICAGO PACIFIC CAPITAL LP 401(K) PROFIT SHARING PLAN & TRUST

$3.7M · 40 participants

THE AMERICAN IRELAND FUND

THE AMERICAN IRELAND FUND 401(K) PROFIT SHARING PLAN & TRUST

$4.0M · 12 participants

KODAI CAPITAL MANAGEMENT L.P.

KODAI CAPITAL MANAGEMENT L.P. 401(K) PLAN