Plan Snapshot
- Plan Sponsor: Moon Valley Nurseries Intermediate Holdings, LLC
- Sponsor EIN: 872886053
- Sponsor Address: 14000 N PIMA RD SUITE 150, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 1,777
- Total Assets: $16.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,777 | $16.6M | $1.5M | $2.3M |
| 2023 | 1,635 | $13.3M | $1.3M | $2.2M |
| 2022 | 1,601 | $9.5M | $1.2M | $2.0M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $46,539 | — | $46,539 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $8,195 | — | $8,195 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,734
- Estimated Expense Ratio: 0.330% 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 | $54,734 | $8,195 | — | — | — |
| 2023 | $38,386 | $2,395 | — | — | — |
| 2022 | $16,353 | — | $16,353 | — | — |