# Moody Nolan, INC. 401(k) Plan
Source: https://planprovider.pro/companies/moody-nolan-inc-401k-plan

> Moody Nolan, INC.'s 401(k) plan: 336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Moody Nolan, INC.

- **Sponsor EIN:** 311256984

- **Sponsor Address:** 300 SPRUCE ST, COLUMBUS, OH, 43215

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

- **Total Participants:** 336

- **Total Assets:** $36.5M

## 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|336|$36.5M|$873,531|$2.9M|

| 2023|348|$32.8M|$782,589|$2.6M|

| 2022|347|$26.5M|$466,672|$2.1M|

## 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|

| MONEY CONCEPTS CAPITAL CORP|INVESTMENT ADVISOR|$71,654|—|$71,654|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$24,890|—|$24,890|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$22,511|—|$22,511|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $119,055

- **Estimated Expense Ratio:** 0.326% 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|$99,251|—|—|—|—|

| 2023|$33,425|—|$11,059|—|—|

| 2022|$31,850|—|$31,850|—|—|

## Similar Plans

- [Glaus, Pyle, Schomer, Burns & Dehaven, INC.](https://planprovider.pro/companies/glaus-pyle-schomer-burns-dehaven-inc-401k-plan) — 781 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/moody-nolan-inc-401k-plan)

© 2026 PlanProvider.Pro