Department of Labor filing

WALTER P MOORE & ASSOCIATES, INC.

WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

51filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,564

Reported employer contributions per active participant.

Higher than about 41% of comparable plans

#People in the filing

840

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$53 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 77% of comparable plans

↗Investment performance

Not available

Plan assets changed 22.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202451out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions41st percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expense77th percentileTypical peer $113 · based on 1,398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, WALTER P MOORE & ASSOCIATES, INC. reported $2,154,150 in employer contributions across the plan and 840 active participants. That works out to $2,564 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy73%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 6.3%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 326.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context51/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,154,150
Participant contributions: $8,520,017
Other contributions: $4,052,948
Employer share of reported contributions: 20.2%
Beginning assets: $147,044,675
Ending assets: $179,825,255
Ending net assets: $179,825,255
Ending liabilities: Not reported
Total income: $43,478,633
Total expenses: $10,698,053
Administrative expenses: $54,244
Participant loans: $1,048,623

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,736

2023

$2,835

2024

$2,564

Plan-paid administrative expenses per participant

2022

-$23

2023

2024

$53

Active participants

2022

618

2023

665

2024

840

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,564	840	179.8M	20251015082502NAL0005522704001
2023	$2,835	665	147M	20241003181023NAL0005998915001
2022	$2,736	618	116.8M	20231009073823NAL0016593091001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.6%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 741554339-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Sep 1, 1972
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INST OP CO	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20251015082502NAL0005522704001

Data sourceDOL Form 5500 bulk data ↗

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