Plan Snapshot
- Plan Sponsor: Moravian Home, INC.
- Sponsor EIN: 560963926
- Sponsor Address: 1000 SALEMTOWNE DRIVE, WINSTON-SALEM, NC, 27106
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 324
- Total Assets: $6.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- 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 | 324 | $6.6M | $316,750 | $552,339 |
| 2023 | 332 | $6.3M | $275,203 | $522,901 |
| 2022 | 310 | $5.2M | $229,675 | $418,203 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | Recordkeeper | $28,652 | — | $28,652 |
| CREATIVE PLANNING LLC | Investment Advisor | $23,665 | — | $23,665 |
| TRINITY PENSION GROUP LLC | Other Service Provider | $7,335 | $6,069 | $13,404 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,721
- Estimated Expense Ratio: 0.992% 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 | $59,253 | — | $18,194 | — | — |
| 2023 | $39,397 | — | $10,156 | — | — |
| 2022 | $31,751 | — | $31,751 | — | — |