Plan Snapshot
- Plan Sponsor: Moss Bros. Auto Group, INC.
- Sponsor EIN: 203424742
- Sponsor Address: 27810 EUCALYPTUS AVE, MORENO VALLEY, CA, 92555
- Plan Type: 401(k)
- Total Participants: 522
- Total Assets: $17.8M
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 | 522 | $17.8M | $0 | $1.4M |
| 2023 | 533 | $15.4M | $0 | $1.6M |
| 2022 | 541 | $12.7M | $0 | $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 |
|---|---|---|---|---|
| CERITY PARTNERS | INVESTMENT ADVISORY | $64,353 | — | $64,353 |
| CORRELL CO | RECORDKEEPER | $55,200 | — | $55,200 |
| MACIAS GINI & O'CONNELL LLP | AUDITORS | $16,800 | — | $16,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MACIAS GINI & O'CONNELL LLP — AUDITORS
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $136,353
- Estimated Expense Ratio: 0.767% 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 | $138,967 | $64,353 | — | $16,800 | — |
| 2023 | $123,782 | $53,575 | — | $15,488 | — |
| 2022 | $113,755 | $52,493 | — | — | $61,262 |