Plan Snapshot
- Plan Sponsor: M. Eddie Moore Scholarship Trust Fu
- Sponsor EIN: 526489401
- Sponsor Address: 8700 ASHWOOD DR STE 2ND FL, CAPITAL HEIGHTS, MD, 20743
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 5,187
- Total Assets: $707,691
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 5,187 | $707,691 | $1.1M | $0 |
| 2023 | 4,727 | $420,692 | $481,705 | $0 |
| 2022 | 4,551 | $301,206 | $164,287 | $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 |
|---|---|---|---|---|
| SARFINO AND RHOADES, LLP | Other Service Provider | $11,100 | — | $11,100 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,100
- Estimated Expense Ratio: 1.568% 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 | $15,328 | — | — | $11,109 | — |
| 2023 | $26,543 | $210 | — | $12,583 | — |
| 2022 | $17,943 | — | — | — | $10,074 |