Plan Snapshot
- Plan Sponsor: Moen Incorporated
- Sponsor EIN: 360548230
- Sponsor Address: 25300 AL MOEN DRIVE, NORTH OLMSTED, OH, 440708022
- Plan Type: DB
- Total Participants: 629
- Total Assets: $127.4M
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 | 629 | $127.4M | $0 | $0 |
| 2023 | 673 | $267.3M | $0 | $0 |
| 2022 | 741 | $278.4M | $2.0M | $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 |
|---|---|---|---|---|
| AON CONSULTING, INC. | NONE | $439,646 | — | $439,646 |
| NORTHERN TRUST COMPANY | NONE | $242,856 | — | $242,856 |
| AON INVESTMENTS, INC. | NONE | $238,151 | — | $238,151 |
| WILLIS TOWERS WATSON | NONE | $175,760 | — | $175,760 |
| JP MORGAN INVESTMENT MANAGEMENT INC | NONE | $61,218 | — | $61,218 |
| BDO USA, P.C. | NONE | $37,552 | — | $37,552 |
| PRUDENTIAL BANK & TRUST COMPANY | NONE | $27,656 | — | $27,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AON CONSULTING, INC. — NONE
- WILLIS TOWERS WATSON — NONE
- JP MORGAN INVESTMENT MANAGEMENT INC — NONE
- BDO USA, P.C. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,222,839
- Estimated Expense Ratio: 0.960% 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 | $1,724,541 | $330,776 | — | $37,552 | — |
| 2023 | $2,841,026 | $384,128 | — | $26,850 | — |
| 2022 | $2,037,915 | $510,966 | — | — | $501,691 |