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)
- Total Participants: 216
- Total Assets: $10.0M
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. |
|---|---|---|---|---|
| 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 | $40,060 | — | $40,060 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $31,310 | — | $31,310 |
| EISNER ADVISORY GROUP LLC | Recordkeeper | $8,860 | — | $8,860 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — Recordkeeper
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,230
- Estimated Expense Ratio: 0.804% 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 |
|---|---|---|---|---|---|
| 2024 | $82,724 | — | $82,724 | — | — |
| 2023 | $50,304 | — | $50,304 | — | — |
| 2022 | $77,045 | — | $77,045 | — | — |