Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J E MOODY & COMPANY LLC
EIN 93-1325937capital marketsLatest filing 2024
Plans
2
Retirement
2
$7.5M assets
Welfare
0
Participants
10
715 SW MORRISON ST, 10TH FLOOR - PORTLAND, OR 97205503-222-4590jemoody.comLinkedIn11-50 employeescapital markets
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.5M assets / 10 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#001
J E MOODY & COMPANY LLC 401(K) RETIREMENT PLAN
401k
Assets$3.8M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
J E MOODY & COMPANY LLC DEFINED BENEFIT PLAN
CashBalance
Assets$3.7M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J E MOODY & COMPANY LLC 401(K) RETIREMENT PLAN | 401k | $3.8M | 5 | 2024 | |
| 002 | J E MOODY & COMPANY LLC DEFINED BENEFIT PLAN | CashBalance | $3.7M | 5 | 2024 |
Retirement plans