# Nor-Cal Moving Services 401(k) Plan
Source: https://planprovider.pro/companies/nor-cal-moving-services-401k-plan

> Nor-Cal Moving Services&#39;s 401(k) plan: 108 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Nor-Cal Moving Services

- **Sponsor EIN:** 942845322

- **Sponsor Address:** 3527 ARDEN ROAD, HAYWARD, CA, 94545

- **Plan Type:** 401(k)

- **Total Participants:** 108

- **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|108|$17.8M|$82,010|$701,269|

| 2023|124|$16.5M|$42,124|$768,235|

| 2022|124|$14.3M|$44,279|$780,366|

## 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|

| METZ CPA, PLLC|Auditor|$35,351|—|$35,351|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [METZ CPA, PLLC](https://planprovider.pro/provider/metz-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $35,351

- **Estimated Expense Ratio:** 0.198% 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|$41,579|—|$6,228|$35,351|—|

| 2023|$33,245|—|$33,245|—|—|

| 2022|$28,888|—|$28,888|—|—|

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