Plan Snapshot
- Plan Sponsor: Bull Moose Heavy Haul, INC.
- Sponsor EIN: 811086616
- Sponsor Address: 1086 S. 3RD STREET, P.O. BOX 400, MANCHESTER, IA, 52057
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 347
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 347 | $11.9M | $0 | $0 |
| 2024 | 216 | $10.0M | $643,217 | $864,950 |
| 2023 | 203 | $8.2M | $604,770 | $791,464 |
| 2022 | 195 | $6.3M | $325,661 | $671,977 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | Recordkeeper | $47,834 | — | $47,834 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $35,846 | — | $35,846 |
| EISNER ADVISORY GROUP LLC | Recordkeeper | $18,807 | — | $18,807 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,487
- Estimated Expense Ratio: 0.862% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $1,525,391 | — | $102,487 | — | — |
| 2024 | $82,724 | — | $82,724 | — | — |
| 2023 | $50,304 | — | $50,304 | — | — |
| 2022 | $77,045 | — | $77,045 | — | — |