# Moen Incorporated DB Plan
Source: https://planprovider.pro/companies/moen-incorporated-plan

> Moen Incorporated's DB plan: 629 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/alight-solutions) — NONE

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — 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|

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