Moreman, Moore & Company, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Moreman, Moore & Company, INC.
  • Sponsor EIN: 721012388
  • Sponsor Address: 820 JORDAN STREET, SUITE 400, SHREVEPORT, LA, 71101
  • Plan Type: 401(k)
  • Total Participants: 28
  • Total Assets: $5.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202428$5.0M$270,384$133,354
202321$7.4M$256,338$133,029
202223$6.2M$232,377$129,992

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