# Moda Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/moda-partners-inc-401k-plan

> Moda Partners, INC.'s 401(k) plan: 1,354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Moda Partners, INC.

- **Sponsor EIN:** 931083363

- **Sponsor Address:** 601 SW 2ND AVENUE, PORTLAND, OR, 972043156

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

- **Total Participants:** 1,354

- **Total Assets:** $209.0M

## 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|1,354|$209.0M|$6.9M|$8.4M|

| 2023|1,367|$187.6M|$6.4M|$7.9M|

| 2022|1,286|$155.1M|$5.6M|$7.2M|

## 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|

| THE RETIREMENT PLAN COMPANY|NONE|$203,862|—|$203,862|

| CHARLES SCHWAB BANK|NONE|$61,684|—|$61,684|

| R.V. KUHNS & ASSOCIATES|NONE|$41,039|—|$41,039|

| KBF CPAS - AUDIT, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE RETIREMENT PLAN COMPANY](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

- [CHARLES SCHWAB BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $306,585

- **Estimated Expense Ratio:** 0.147% 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|$306,584|$41,039|$52,796|—|—|

| 2023|$301,484|$39,408|$65,526|—|—|

| 2022|$301,826|$127,213|—|—|$128,872|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/moda-partners-inc-401k-plan)

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