# Moveero, INC. 401(k) Plan
Source: https://planprovider.pro/companies/moveero-ltd-401k-plan

> Moveero, INC.'s 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BONS BENIC & ASSOCIATES LLP](https://planprovider.pro/provider/boris-benic-and-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|—|—|—|

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