Plan Snapshot
- Plan Sponsor: Moss Holding Company
- Sponsor EIN: 134132813
- Sponsor Address: 10501 SEYMOUR, SUITE 200, FRANKLIN PARK, IL, 60131
- Plan Type: 401(k)
- Total Participants: 226
- Total Assets: $14.5M
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 | 226 | $14.5M | $207,615 | $714,445 |
| 2023 | 192 | $11.9M | $148,239 | $629,270 |
| 2022 | 202 | $10.7M | $128,264 | $586,364 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | Recordkeeper | $60,499 | — | $60,499 |
| WILSHIRE ASSOCIATES | Investment Advisor | $6,640 | — | $6,640 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — Recordkeeper
- WILSHIRE ASSOCIATES — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,139
- Estimated Expense Ratio: 0.464% 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 | $68,449 | $6,640 | $60,499 | — | — |
| 2023 | $59,910 | $5,560 | $52,485 | — | — |
| 2022 | $60,808 | — | $52,216 | — | — |