Moody National Management, Lp 401(k) Plan: Login, Facts & Contact Information

Moody National Management, Lp 401(k) Plan Facts

Plan name
MOODY NATIONAL MANAGEMENT, LP 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MOODY NATIONAL MANAGEMENT, LP
Participants
744 (719 active employees)
Former employees with a balance
37
Plan assets
$11,735,905 at Dec 31, 2024
Average account balance
$64,131 across 183 accounts
Employer contributions
$382,340 in plan year 2024 (32% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2005
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 9, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.19 million went into the plan in contributions, $382,340 of it from the employer (32%).
  • $574,893 was paid out to participants.
  • Investment and other income added $1.26 million.
  • Administrative expenses were $97,944, about $535 per account.

How the Moody National Management, Lp 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019461$7.02 million$371,633$326,055
2020677$7.33 million$304,578$1.33 million
2021402$8.66 million$307,661$544,566
2022520$7.80 million$342,644$402,815
2023676$9.96 million$358,268$260,550
2024744$11.7 million$382,340$574,893

Moody National Management, Lp 401(k) Contact Information

Phone
713-977-7500
Mailing address
9655 KATY FREEWAY SUITE 600, HOUSTON TX 77024
Plan sponsor
MOODY NATIONAL MANAGEMENT, LP
Employer identification number (EIN)
20-0209885
Plan number
001

Questions about the Moody National Management, Lp 401(k)

Does Moody National Management, Lp contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $382,340, 32% of all contributions.

Does the Moody National Management, Lp 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Moody National Management, Lp 401(k) plan?

744 participants at the start of plan year 2024, 719 of them active employees, and 37 former employees who still had money in the plan.

What is the average 401(k) balance at Moody National Management, Lp?

About $64,131 per account: $11.7 million in plan assets across 183 accounts with a balance at the end of plan year 2024.

Who manages the Moody National Management, Lp 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Moody National Management, Lp. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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