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  2. MOODY, LYNN, LIEBERSON & WALKER LLC
Sponsor portfolio

MOODY, LYNN, LIEBERSON & WALKER LLC

EIN 47-4400544-financial services-Latest filing 2025
Plans
1
Retirement
1
$22.5M assets
Welfare
0
Participants
12
ONE BOSTON PLACE, 37TH FLOOR - BOSTON, MA 021084407617-973-0590moodylynn.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001ProfitSharing-$22.5M - 12 part

Plan deep-dives

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Retirement#001

MOODY,LYNN, LIEBERSON & WALKER, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$22.5M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MOODY,LYNN, LIEBERSON & WALKER, LLC PROFIT SHARING PLANProfitSharing$22.5M122025
Retirement plans
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