Plan Snapshot
- Plan Sponsor: Military Officers Association Of America
- Sponsor EIN: 530172821
- Sponsor Address: 201 N. WASHINGTON STREET, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $42.0M
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 | 81 | $42.0M | $1.1M | $916,456 |
| 2023 | 84 | $38.1M | $960,956 | $867,182 |
| 2022 | 88 | $33.4M | $1.0M | $834,837 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN, 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 | $1,450 | — | — | — | — |
| 2023 | $1,375 | — | — | — | — |
| 2022 | $1,025 | — | — | — | — |