Plan Snapshot
- Plan Sponsor: Moeller Trucking, INC.
- Sponsor EIN: 341319625
- Sponsor Address: 8100 INDUSTRIAL DRIVE, MARIA STEIN, OH, 45860
- Plan Type: 401(k)
- Total Participants: 254
- Total Assets: $11.0M
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 | 254 | $11.0M | $224,032 | $531,492 |
| 2023 | 212 | $9.6M | $219,752 | $527,107 |
| 2022 | 213 | $9.4M | $203,436 | $533,241 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISORY | $19,910 | — | $19,910 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORDKEEPER | $14,321 | — | $14,321 |
| THE PENSION DESIGN GROUP | TPA | $10,165 | $758 | $10,923 |
| STROH, JOHNSON & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORDKEEPER
- STROH, JOHNSON & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $45,154
- Estimated Expense Ratio: 0.412% 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 | $48,597 | $23,891 | — | — | — |
| 2023 | $3,868 | — | — | — | — |
| 2022 | $4,175 | — | — | — | — |