Plan Snapshot
- Plan Sponsor: Moody'S Co-Worker Owned, INC. Dba Moody'S Collision Centers
- Sponsor EIN: 161645516
- Sponsor Address: 200 NARRAGANSETT STREET, GORHAM, ME, 04038
- Plan Type: 401(k)
- Total Participants: 262
- Total Assets: $7.8M
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 | 262 | $7.8M | $10 | $693,717 |
| 2023 | 226 | $6.8M | $0 | $596,137 |
| 2022 | 226 | $5.4M | $14 | $607,318 |
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 NEWMAN NOYES | Auditor | — | — | $0 |
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 | $59,398 | $21,470 | $35,078 | — | — |
| 2023 | $51,119 | $17,818 | $1,976 | — | — |
| 2022 | $44,862 | $15,718 | $27,782 | — | $1,362 |