Plan Snapshot
- Plan Sponsor: Moore Excavation, INC.
- Sponsor EIN: 930583943
- Sponsor Address: 5501 NE 223RD AVE, FAIRVIEW, OR, 97024
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $12.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 228 | $12.8M | $219 | $623,475 |
| 2023 | 222 | $11.3M | $95,021 | $585,324 |
| 2022 | 214 | $8.2M | $80,405 | $563,953 |
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 |
|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY, LLC | RECORDKEEPER | $90,856 | — | $90,856 |
| MEIHAUS, CPA PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE RETIREMENT PLAN COMPANY, LLC — RECORDKEEPER
- MEIHAUS, CPA PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,856
- Estimated Expense Ratio: 0.707% 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 | $90,510 | — | — | — | — |
| 2023 | $89,801 | $49,799 | $8,481 | $18,750 | — |
| 2022 | $110,242 | $60,924 | — | — | $15,999 |