Plan Snapshot
- Plan Sponsor: Moria Development Dba Peoples Mortgage
- Sponsor EIN: 860431588
- Sponsor Address: 2055 E. CENTENNIAL CIR, TEMPE, AZ, 85284
- Plan Type: 401(k)
- Total Participants: 347
- Total Assets: $18.6M
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 | 347 | $18.6M | $160,147 | $1.6M |
| 2023 | 244 | $16.7M | $142,854 | $1.1M |
| 2022 | 292 | $16.9M | $291,990 | $1.8M |
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 |
|---|---|---|---|---|
| KIMBERLIN COMPANY, PLLC | Auditor | $4,375 | — | $4,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KIMBERLIN COMPANY, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,375
- Estimated Expense Ratio: 0.023% 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 | $35,989 | $17,363 | — | $4,375 | — |
| 2023 | $41,144 | $11,250 | $5,508 | $8,500 | — |
| 2022 | $28,836 | — | $14,572 | — | $14,264 |