Plan Snapshot
- Plan Sponsor: Mom365 INC.
- Sponsor EIN: 431261655
- Sponsor Address: 1862 LACKLAND HILL PARKWAY, MARYLAND HEIGHTS, MO, 63146
- Plan Type: 401(k)
- Total Participants: 1,003
- Total Assets: $7.6M
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 | 1,003 | $7.6M | $0 | $229,734 |
| 2023 | 1,034 | $7.3M | $0 | $207,442 |
| 2022 | 906 | $6.6M | $0 | $199,540 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | $13,325 | — | $13,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,325
- Estimated Expense Ratio: 0.175% 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 | $20,214 | — | $6,889 | $13,325 | — |
| 2023 | $17,463 | — | $5,060 | $12,403 | — |
| 2022 | $4,549 | — | $4,549 | — | — |