Plan Snapshot
- Plan Sponsor: Moo, INC.
- Sponsor EIN: 264182967
- Sponsor Address: 25 FAIRMONT AVE EAST, EAST PROVIDENCE, RI, 02914
- Plan Type: 401(k)
- Total Participants: 199
- Total Assets: $9.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 199 | $9.2M | $703,336 | $877,931 |
| 2023 | 217 | $7.1M | $682,179 | $911,339 |
| 2022 | 246 | $5.5M | $459,855 | $698,025 |
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 | $13,927 | — | $13,927 | — | — |
| 2023 | $11,727 | — | $11,727 | — | — |
| 2022 | $6,892 | — | $6,892 | — | — |