Plan Snapshot
- Plan Sponsor: Moveero, INC.
- Sponsor EIN: 420921728
- Sponsor Address: 5353 6TH AVENUE, ARMSTRONG, IA, 50514
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $25.3M
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 | 173 | $25.3M | $412,450 | $910,695 |
| 2023 | 208 | $23.7M | $407,424 | $965,889 |
| 2022 | 222 | $20.6M | $409,800 | $1.0M |
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 | $12,471 | — | $12,471 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,840 | — | $7,840 |
| BONS BENIC & ASSOCIATES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- BONS BENIC & ASSOCIATES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,311
- Estimated Expense Ratio: 0.080% 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 | $20,311 | $7,840 | — | — | — |
| 2023 | $17,152 | $4,113 | — | — | — |
| 2022 | $22,469 | $6,192 | — | — | — |