Plan Snapshot
- Plan Sponsor: Mooreco INC.
- Sponsor EIN: 261162929
- Sponsor Address: P.O. DRAWER D, TEMPLE, TX, 76503
- Plan Type: 401(k)
- Total Participants: 309
- Total Assets: $4.1M
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 | 309 | $4.1M | $59,600 | $372,570 |
| 2023 | 295 | $3.5M | $56,027 | $359,586 |
| 2022 | 242 | $2.9M | $56,863 | $299,315 |
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 |
|---|---|---|---|---|
| TCG GROUP HOLDINGS, LLP | NONE | $33,354 | — | $33,354 |
| CALHOUN, THOMSON + MATZA, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,354
- Estimated Expense Ratio: 0.815% 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 | $33,354 | — | — | — | — |
| 2023 | $27,057 | — | $27,057 | — | — |
| 2022 | $25,018 | — | $25,018 | — | — |