# Dan T. Moore Company 401(k) Plan
Source: https://planprovider.pro/companies/dan-t-moore-company-401k-plan

> Dan T. Moore Company's 401(k) plan: 367 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dan T. Moore Company

- **Sponsor EIN:** 341082874

- **Sponsor Address:** 17000 ST CLAIR AVENUE SUITE 109, CLEVELAND, OH, 44110

- **Plan Type:** 401(k)

- **Total Participants:** 367

- **Total Assets:** $28.7M

## 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|367|$28.7M|$546,240|$1.5M|

| 2023|280|$25.2M|$536,808|$1.4M|

| 2022|250|$21.5M|$542,215|$1.4M|

## 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|

| MARINER WEALTH ADVISORS|INVESTMENT ADVISOR|$55,948|—|$55,948|

| PEASE BELL CPA'S|ACCOUNTANT/AUDITOR|$20,365|—|$20,365|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$17,400|—|$17,400|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PEASE BELL CPA'S](https://planprovider.pro/provider/pease-bell-cpas-llc) — ACCOUNTANT/AUDITOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $93,713

- **Estimated Expense Ratio:** 0.326% 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|$93,713|—|—|$20,365|—|

| 2023|$67,063|$48,512|—|$12,635|—|

| 2022|$63,695|—|—|—|—|

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