# Moss & Associates, LLC 401(k) Plan
Source: https://planprovider.pro/companies/moss-associates-llc-401k-plan

> Moss & Associates, LLC's 401(k) plan: 1,852 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Moss & Associates, LLC

- **Sponsor EIN:** 731699834

- **Sponsor Address:** 6363 NW 6TH WAY, FT LAUDERDALE, FL, 33309

- **Plan Type:** 401(k)

- **Total Participants:** 1,852

- **Total Assets:** $191.2M

## 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|1,852|$191.2M|$14.0M|$16.2M|

| 2023|1,464|$149.6M|$11.3M|$13.2M|

| 2022|1,286|$115.0M|$9.2M|$10.4M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$101,211|—|$101,211|

| CROWE HORWATH LLP|ACCOUNTANT/AUDITOR|$11,288|—|$11,288|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $112,499

- **Estimated Expense Ratio:** 0.059% 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|$257,697|—|$2,400|$11,288|—|

| 2023|$221,252|$120,705|—|$21,530|—|

| 2022|$242,292|—|—|—|—|

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