Plan Snapshot
- Plan Sponsor: Moore & Giles
- Sponsor EIN: 540308644
- Sponsor Address: P.O. BOX 670, FOREST, VA, 24551
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $18.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 118 | $18.2M | $373,451 | $632,590 |
| 2023 | 117 | $15.1M | $368,043 | $601,196 |
| 2022 | 113 | $11.9M | $358,064 | $551,819 |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, 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 | $77,787 | — | $74,757 | — | — |
| 2023 | $61,764 | — | $60,084 | — | — |
| 2022 | $44,779 | — | $44,779 | — | — |