# The Moorings, Incorporated 403(b) Plan
Source: https://planprovider.pro/companies/the-moorings-incorporated-403b-plan

> The Moorings, Incorporated's 403(b) plan: 853 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Moorings, Incorporated

- **Sponsor EIN:** 591834357

- **Sponsor Address:** 134 MOORINGS PARK DRIVE, NAPLES, FL, 34105

- **Plan Type:** 403(b)

- **Total Participants:** 853

- **Total Assets:** $45.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|853|$45.4M|$1.4M|$2.5M|

| 2023|871|$39.3M|$1.2M|$2.3M|

| 2022|764|$33.0M|$1.2M|$2.1M|

## 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|

| NEWPORT GROUP, INC.|RECORDKEEPER|$60,164|—|$60,164|

| RAYMOND JAMES FINANCIAL|ADVISOR|$32,817|—|$32,817|

| CLIFTONLARSONALLEN|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RAYMOND JAMES FINANCIAL](https://planprovider.pro/provider/raymond-james-financial-inc) — ADVISOR

- [CLIFTONLARSONALLEN](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $92,981

- **Estimated Expense Ratio:** 0.205% 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|$92,982|$32,817|—|—|—|

| 2023|$90,628|$29,049|—|—|—|

| 2022|$90,925|$34,587|—|—|$56,338|

## Similar Plans

- [Jewish Federation Of South Palm Beach County, INC.](https://planprovider.pro/companies/jewish-federation-of-south-palm-beach-county-inc-401k-plan) — 892 participants

- [Gulfstream Goodwill Industries](https://planprovider.pro/companies/gulfstream-goodwill-industries-inc-plan-004) — 679 participants

- [Goodwill Industries Of Southwest Florida](https://planprovider.pro/companies/goodwill-southwest-florida-plan) — 1,105 participants

- [Pga Tour, INC.](https://planprovider.pro/companies/pga-tour-inc-plan-001) — 1,126 participants

- [Lifelink Foundation, INC.](https://planprovider.pro/companies/lifelink-foundation-inc-plan-001) — 528 participants

- [Twin Oaks Juvenile Development, INC.](https://planprovider.pro/companies/twin-oaks-juvenile-development-inc-401k-plan) — 516 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-moorings-incorporated-403b-plan)

© 2026 PlanProvider.Pro