Plan Snapshot
- Plan Sponsor: Moffatt & Nichol
- Sponsor EIN: 951951343
- Sponsor Address: 4225 E CONANT ST, LONG BEACH, CA, 90808
- Plan Type: 401(k)
- Total Participants: 1,024
- Total Assets: $230.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,024 | $230.4M | $4.7M | $10.9M |
| 2023 | 933 | $194.1M | $4.0M | $9.6M |
| 2022 | 832 | $153.3M | $3.4M | $8.1M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $114,014 | $54,051 | -$37,007 | — | — |
| 2023 | $160,740 | $23,707 | $51,047 | — | — |
| 2022 | $66,025 | $669 | — | — | — |