Plan Snapshot
- Plan Sponsor: Moran Foods, LLC
- Sponsor EIN: 431283296
- Sponsor Address: 400 NORTHWEST PLAZA, ST. ANN, MO, 63074
- Plan Type: 401(k)
- Total Participants: 893
- Total Assets: $122.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 893 | $122.5M | $2.5M | $4.8M |
| 2023 | 974 | $117.1M | $3.2M | $5.4M |
| 2022 | 1,438 | $111.1M | $3.5M | $5.7M |
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 |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICES | RECORDKEEPER | $138,824 | — | $138,824 |
| CAPFINANCIAL PARTNERS | OTHER | $56,250 | — | $56,250 |
| VOYA RETIREMENT ADVISORS, LLC | INVESTMENT ADVISOR | $10,657 | — | $10,657 |
| SFW PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VOYA RETIREMENT ADVISORS, LLC — INVESTMENT ADVISOR
- SFW PARTNERS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $205,731
- Estimated Expense Ratio: 0.168% 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 | $383,644 | $10,657 | $18,591 | — | — |
| 2023 | $559,999 | $14,000 | $46,607 | — | — |
| 2022 | $406,908 | — | — | — | — |