Plan Snapshot
- Plan Sponsor: Moceri Management Co.
- Sponsor EIN: 386175411
- Sponsor Address: 3005 UNIVERSITY DRIVE, AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Total Participants: 63
- Total Assets: $1.4M
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 | 63 | $1.4M | $0 | $320,729 |
| 2023 | 164 | $1.1M | $0 | $322,937 |
| 2022 | 234 | $827,493 | $0 | $270,918 |
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 |
|---|---|---|---|---|
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOEREN MAYHEW ASSURANCE — 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 | $30,168 | $4,889 | $25,279 | — | — |
| 2023 | $28,608 | $3,638 | $24,970 | — | — |
| 2022 | $14,243 | $1,982 | $12,261 | — | — |