Sponsor portfolio
MOORE WEALTH, INC.
EIN 87-4127866financial servicesLatest filing 2025
Plans
1
Retirement
1
$597K assets
Welfare
0
Participants
5
50 CARROLL CREEK WAY, SUITE 335 - FREDERICK, MD 21701301-631-1207moorewealthinc.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MOORE WEALTH, INC. 401(K) PLAN | 401k | $597K | 5 | 2025 |
Retirement plans