Plan Snapshot
- Plan Sponsor: The Moore Company
- Sponsor EIN: 050185270
- Sponsor Address: PO BOX 538, WESTERLY, RI, 02891
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $50.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 193 | $50.3M | $0 | $881,999 |
| 2023 | 200 | $46.5M | $0 | $897,229 |
| 2022 | 219 | $41.4M | $342,248 | $980,850 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $14,514 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,528 | — | — | — | — |