Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FLEWELLING & MOODY, INC.
EIN 95-2075737architecture & planningLatest filing 2025
Plans
3
Retirement
2
$11.6M assets
Welfare
1
Participants
88
99 SOUTH LAKE AVE, SUITE 300 - PASADENA, CA 91101323-543-8300flewelling-moody.comLinkedIn11-50 employeesarchitecture & planning
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $11.6M assets / 53 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
FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$8.7M
Participants35
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
FLEWELLING & MOODY EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$2.9M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN | 401k | $8.7M | 35 | 2025 | |
| 002 | FLEWELLING & MOODY EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $2.9M | 18 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | FLEWELLING & MOODY, INC. 401(K) PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans