How big is J E Moody & Company LLC's plan?

J E Moody & Company LLC's plan reported $3.7M in assets and 5 participants for 2024.

Original filing (PDF)20251002153707NAL0000671777001

J E Moody & Company LLC

Name: J E Moody & Company LLC — J E Moody & Company LLC, Form 5500 (2024)
Creator: J E Moody & Company LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J E Moody & Company LLC Defined Benefit Plan

Defined-benefit pension plan · J E Moody & Company LLC's J E Moody & Company LLC Defined Benefit Plan held $3.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

John Moody signed J E Moody & Company LLC's 2024 Form 5500 as plan administrator.

John Moody — 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

J E Moody & Company LLC's EIN is 93-1325937.

EIN 93-1325937

Plan number 002

Plan year 2024

ACK ID 20251002153707NAL0000671777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J E Moody & Company LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J E Moody & Company LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J E MOODY & COMPANY LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score