Plan Snapshot
- Plan Sponsor: Moose International INC.
- Sponsor EIN: 361408120
- Sponsor Address: 155 SOUTH INTERNATIONAL DRIVE, MOOSEHEART, IL, 60539
- Plan Type: 401(k)
- Plan Number: 005
- Total Participants: 422
- Total Assets: $30.1M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 422 | $30.1M | $902,193 | $1.1M |
| 2023 | 403 | $31.3M | $849,546 | $1.0M |
| 2022 | 407 | $29.6M | $924,420 | $1.1M |
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 |
|---|---|---|---|---|
| EDWARD JONES | Investment Advisor | $28,278 | — | $28,278 |
| TRANSAMERICA LIFE INS CO | Recordkeeper | $13,788 | — | $13,788 |
| HUNTER BENEFITS | Recordkeeper | $12,094 | $876 | $12,970 |
| MESIROW FINANCIAL | Investment Advisor | $5,666 | — | $5,666 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA LIFE INS CO — Recordkeeper
- MESIROW FINANCIAL — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,702
- Estimated Expense Ratio: 0.202% 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 | $60,021 | $33,944 | $13,788 | — | — |
| 2023 | $23,068 | $12,324 | $2,156 | — | — |
| 2022 | $7,217 | — | $7,217 | — | — |