Plan Snapshot
- Plan Sponsor: Moregroup Holdings
- Sponsor EIN: 752406640
- Sponsor Address: 801 CHERRY STREET SUITE 500, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Total Participants: 654
- Total Assets: $62.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 654 | $62.5M | $2.0M | $4.4M |
| 2023 | 384 | $32.3M | $906,891 | $2.0M |
| 2022 | 233 | $18.2M | $735,509 | $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 |
|---|---|---|---|---|
| COMMERCE STREET INVESTMENT ADVISOR | INVESTMENT ADVISOR | $120,417 | — | $120,417 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $26,428 | — | $26,428 |
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $24,355 | — | $24,355 |
| BAKER TILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,200
- Estimated Expense Ratio: 0.274% 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 | $171,200 | $146,845 | — | — | — |
| 2023 | $198,849 | $141,192 | — | — | — |
| 2022 | $149,709 | $67,136 | $62,623 | — | $19,950 |