# James Moore & Co., P.L. 401(k) Plan
Source: https://planprovider.pro/companies/james-moore-co-p-l-401k-plan

> James Moore & Co., P.L.'s 401(k) plan: 269 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** James Moore & Co., P.L.

- **Sponsor EIN:** 593204548

- **Sponsor Address:** 5931 N.W. 1ST PL., GAINESVILLE, FL, 326072063

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

- **Total Participants:** 269

- **Total Assets:** $44.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|269|$44.3M|$0|$0|

| 2023|286|$38.9M|$0|$0|

## 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|

| FAW, CASSON & CO, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FAW, CASSON & CO, LLP](https://planprovider.pro/provider/faw-casson-and-co-llp) — Auditor

## 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|$122,308|$77,388|—|—|—|

| 2023|$108,908|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/james-moore-co-p-l-401k-plan)

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