Plan Snapshot
- Plan Sponsor: Moore & Van Allen PLLC
- Sponsor EIN: 560559307
- Sponsor Address: 100 NORTH TRYON STREET, CHARLOTTE, NC, 28202
- Plan Type: 401(k)
- Total Participants: 697
- Total Assets: $403.2M
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 | 697 | $403.2M | $9.7M | $9.2M |
| 2023 | 695 | $364.2M | $9.0M | $9.1M |
| 2022 | 681 | $315.6M | $8.6M | $8.4M |
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 |
|---|---|---|---|---|
| NEWPORT TRUST COMPANY | TRUSTEE | $150,481 | — | $150,481 |
| CAPFINANCIAL PARTNERS, LLC | ADVISOR | $75,615 | — | $75,615 |
| NEWPORT GROUP, INC. | RECORDKEEPER | $72,028 | — | $72,028 |
| GREERWALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREERWALKER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $298,124
- Estimated Expense Ratio: 0.074% 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 | $298,124 | $75,615 | $55,239 | — | — |
| 2023 | $370,382 | $135,591 | $68,211 | $19,126 | — |
| 2022 | $352,893 | $135,232 | $83,010 | — | $134,651 |