Plan Snapshot
- Plan Sponsor: Moses Services Company, LLC
- Sponsor EIN: 881377240
- Sponsor Address: P.O. BOX 111, SAINT ALBANS, WV, 25177
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $205,618 | $810,306 |
| 2023 | 324 | $9.2M | $162,941 | $734,831 |
| 2022 | 348 | $8.3M | $160,585 | $736,085 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | RECORDKEEPER | $56,530 | — | $56,530 |
| FORVIS | ACCOUNTING | $25,200 | — | $25,200 |
| M2B RETIREMENT CONSULTING | TPA | $21,702 | — | $21,702 |
| ANCHOR 3(16) | CONTRACT ADMIN | $21,232 | — | $21,232 |
| FORVIS MAZARS, LLP | Auditor | $19,950 | — | $19,950 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — RECORDKEEPER
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $144,614
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 | $81,413 | $31,710 | $19,114 | $19,950 | — |
| 2023 | $65,035 | — | $21,467 | $15,303 | — |
| 2022 | $83,843 | $83,843 | — | — | — |