Plan Snapshot
- Plan Sponsor: R.T. Moore Co. INC.
- Sponsor EIN: 350964856
- Sponsor Address: 3600 WOODVIEW TRACE, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 716
- Total Assets: $22.4M
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 | 716 | $22.4M | $858,636 | $2.7M |
| 2023 | 752 | $19.5M | $1.0M | $2.4M |
| 2022 | 731 | $14.7M | $903,864 | $2.0M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $75,468 | — | $75,468 |
| SHEPARD FINANCIAL ADVISORY LLC | NONE | $16,667 | — | $16,667 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- SHEPARD FINANCIAL ADVISORY LLC — NONE
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,135
- Estimated Expense Ratio: 0.412% 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 | $92,360 | $16,667 | $75,693 | — | — |
| 2023 | $158,439 | $32,945 | $125,494 | — | — |
| 2022 | $99,304 | $25,000 | $74,304 | — | — |