Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MOSS & GILMORE, LLP
EIN 35-2467130law practiceLatest filing 2024
Plans
3
Retirement
2
$4.0M assets
Welfare
1
Participants
7
3630 PEACHTREE ROAD, SUITE 1025 - ATLANTA, GA 30326678-381-8601mossgilmorelaw.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.0M assets / 7 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
MOSS & GILMORE, LLP CASH BALANCE PLAN
CashBalance
Assets$2.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MOSS & GILMORE, LLP 401(K) PROFIT SHARING PLAN
401k
Assets$1.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MOSS & GILMORE LLP GCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MOSS & GILMORE, LLP CASH BALANCE PLAN | CashBalance | $2.3M | 3 | 2024 | |
| 001 | MOSS & GILMORE, LLP 401(K) PROFIT SHARING PLAN | 401k | $1.7M | 4 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MOSS & GILMORE LLP GCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans