Plan Snapshot
- Plan Sponsor: Moore & Van Allen PLLC
- Sponsor EIN: 560559307
- Sponsor Address: 100 NORTH TRYON ST., SUITE 4700, CHARLOTTE, NC, 28202
- Plan Type: DB
- Total Participants: 138
- Total Assets: $54.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 138 | $54.1M | $5.5M | $0 |
| 2023 | 197 | $49.9M | $5.6M | $0 |
| 2022 | 186 | $51.9M | $6.9M | $0 |
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 |
|---|---|---|---|---|
| GREER WALKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GREER WALKER 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 | $153,788 | — | — | — | — |
| 2023 | $144,355 | — | — | — | — |
| 2022 | $150,867 | $150,867 | — | — | — |