Plan Snapshot
- Plan Sponsor: C J Moyna & Sons LLC
- Sponsor EIN: 420989447
- Sponsor Address: 24412 HWY 13, ELKADER, IA, 520438006
- Plan Type: 401(k)
- Total Participants: 273
- Total Assets: $27.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 273 | $27.2M | $666,358 | $1.5M |
| 2023 | 373 | $26.2M | $673,289 | $1.7M |
| 2022 | 333 | $21.7M | $611,680 | $1.6M |
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 |
|---|---|---|---|---|
| FORGE FINANCIAL AND MANAGEMENT CONS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $92,572 | $92,572 | — | — | — |
| 2023 | $80,342 | $80,342 | — | — | — |
| 2022 | $75,771 | $75,771 | — | — | — |