Plan Snapshot
- Plan Sponsor: Moseley Architects, P.C.
- Sponsor EIN: 540901270
- Sponsor Address: 3200 NORFOLK STREET, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $76.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 337 | $76.5M | $1.2M | $3.5M |
| 2023 | 318 | $66.3M | $1.1M | $3.2M |
| 2022 | 281 | $53.9M | $947,270 | $2.7M |
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 |
|---|---|---|---|---|
| TULL FINANCIAL GROUP, INC | Investment Advisor | $126,988 | — | $126,988 |
| THE VANGUARD GROUP, INC. | Recordkeeper | $25,561 | — | $25,561 |
| VANGUARD ADVISORS INC | Recordkeeper | $15,537 | — | $15,537 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — Recordkeeper
- VANGUARD ADVISORS INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $168,086
- Estimated Expense Ratio: 0.220% 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 | $168,086 | $144,075 | $186 | — | — |
| 2023 | $139,402 | $114,822 | $755 | — | — |
| 2022 | $135,697 | $111,152 | $24,545 | — | — |