Original filing (PDF)20251002153707NAL0000671777001

J E MOODY & COMPANY LLC

Name: J E MOODY & COMPANY LLC — J E MOODY & COMPANY LLC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: J E MOODY & COMPANY LLC

Form 5500-SF

FILING_RECEIVED

J E MOODY & COMPANY LLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

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

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CHICAGO PACIFIC CAPITAL LP

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

$3.7M · 40 participants

J E MOODY & COMPANY LLC

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

$3.8M · 5 participants

SPECTRUM GROUP MANAGEMENT, LLC

SPECTRUM GROUP, LLC RETIREMENT PLAN

$3.8M · 4 participants

KODAI CAPITAL MANAGEMENT L.P.

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

$3.5M · 46 participants

PEARL CAPITAL BUSINESS FUNDING LLC

PEARL CAPITAL BUSINESS FUNDING LLC 401(K) PLAN