Plan Snapshot
- Plan Sponsor: Moss & Barnett, A Professional Association
- Sponsor EIN: 410943845
- Sponsor Address: 150 SOUTH FIFTH STREET, SUITE 1200, MINNEAPOLIS, MN, 554024129
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $141.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 141 | $141.1M | $3.7M | $1.4M |
| 2023 | 152 | $133.6M | $3.4M | $1.4M |
| 2022 | 141 | $116.8M | $3.4M | $1.2M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $26,606 | $20,223 | — | — | — |
| 2023 | $23,763 | $18,807 | — | — | — |
| 2022 | $21,842 | $18,854 | — | — | — |