# Rodefer Moss & Co, PLLC 401(k) Plan
Source: https://planprovider.pro/companies/rodefer-moss-co-pllc-401k-plan

> Rodefer Moss & Co, PLLC'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:** Rodefer Moss & Co, PLLC

- **Sponsor EIN:** 621690032

- **Sponsor Address:** 608 MABRY HOOD ROAD, SUITE 300, KNOXVILLE, TN, 37932

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

- **Total Participants:** 108

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|$12.4M|$369,495|$826,731|

| 2023|127|$9.9M|$333,747|$746,769|

| 2022|115|$8.8M|$380,270|$615,140|

## 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|

| CLAYTON-METIER & COMPANY|Auditor|—|—|$0|

## 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|$38,779|—|—|—|—|

| 2023|$33,666|—|—|—|—|

| 2022|$30,591|—|—|—|$30,591|

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