Assets by plan
Share of aggregate retirement assets
90%top
Sponsor portfolio
TERRY MOORE, CCIM, INC.
EIN 33-0773804real estateLatest filing 2025
Plans
2
Retirement
2
$6.9M assets
Welfare
0
Participants
4
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.9M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
TERRY MOORE, CCIM, INC. ROTH 401(K) PROFIT SHARING PLAN
401k
Assets$6.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
TERRY MOORE, CCIM, INC. DEFINED BENEFIT PENSION PLAN & TRUST
TraditionalDB
Assets$719K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | TERRY MOORE, CCIM, INC. ROTH 401(K) PROFIT SHARING PLAN | 401k | $6.2M | 2 | 2025 | |
| 003 | TERRY MOORE, CCIM, INC. DEFINED BENEFIT PENSION PLAN & TRUST | TraditionalDB | $719K | 2 | 2024 |
Retirement plans