Sponsor portfolio
MOORE FINANCIAL GROUP, INC.
EIN 34-1950181Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
Participants
9
2035 CROCKER RD., SUITE 103 - WESTLAKE, OH 44145440-356-8860
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MOORE FINANCIAL GROUP, INC. DBA BANC CONSULTING PARTNERS 401(K) PLAN
401k
Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MOORE FINANCIAL GROUP SOCA BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOORE FINANCIAL GROUP, INC. DBA BANC CONSULTING PARTNERS 401(K) PLAN | 401k | $1.6M | 5 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOORE FINANCIAL GROUP SOCA BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans