# Moneta Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/moneta-group-llc-401k-plan

> Moneta Group LLC's 401(k) plan: 518 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Moneta Group LLC

- **Sponsor EIN:** 201903821

- **Sponsor Address:** 100 S BRENTWOOD BLVD. STE. 500, CLAYTON, MO, 63105

- **Plan Type:** 401(k)

- **Total Participants:** 518

- **Total Assets:** $144.0M

## 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|518|$144.0M|$5.8M|$6.4M|

| 2023|489|$121.6M|$4.9M|$5.9M|

| 2022|452|$93.6M|$4.2M|$5.1M|

## 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|

| EPIC RETIREMENT PLAN SERVICES|NONE|$77,276|—|$77,276|

| CHARLES SCHWAB TRUST BANK|NONE|—|$26,548|$26,548|

| ABELES & HOFFMAN|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [EPIC RETIREMENT PLAN SERVICES](https://planprovider.pro/provider/epic-retirement-plan-services) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $103,824

- **Estimated Expense Ratio:** 0.072% 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|$81,142|$3,866|—|—|—|

| 2023|$66,277|$3,020|—|—|—|

| 2022|$60,435|$1,676|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/moneta-group-llc-401k-plan)

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