# Planes Moving & Storage, INC. 401(k) Plan
Source: https://planprovider.pro/companies/planes-moving-storage-inc-401k-plan

> Planes Moving & Storage, INC.'s 401(k) plan: 513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Planes Moving & Storage, INC.

- **Sponsor EIN:** 310585402

- **Sponsor Address:** 9823 CINCINNATI-DAYTON ROAD, WEST CHESTER, OH, 45069

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

- **Total Participants:** 513

- **Total Assets:** $35.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|513|$35.8M|$215,386|$1.7M|

| 2023|570|$32.2M|$199,382|$1.6M|

| 2022|788|$28.1M|$184,350|$1.5M|

## 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|

| BRIXEY & MEYER, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BRIXEY & MEYER, INC.](https://planprovider.pro/provider/brixey-and-meyer-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$17,007|$9,817|$5,690|—|—|

| 2023|$23,610|$9,134|$12,876|—|—|

| 2022|$14,453|—|—|—|—|

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