Plan Snapshot
- Plan Sponsor: The Moran Group, INC.
- Sponsor EIN: 200069179
- Sponsor Address: 4511 24TH AVENUE, FORT GRATIOT, MI, 48059
- Plan Type: 401(k)
- Total Participants: 354
- Total Assets: $17.2M
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 | 354 | $17.2M | $0 | $2.0M |
| 2023 | 360 | $15.9M | $0 | $2.1M |
| 2022 | 359 | $13.4M | $0 | $1.8M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT/FINANCIAL ADVI | $43,040 | — | $43,040 |
| ADP, INC. | RECORD KEEPER | $37,037 | — | $37,037 |
| ANDREWS HOOPER PAVLIK PLC | ACCOUNTANT | $11,000 | — | $11,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — INVESTMENT/FINANCIAL ADVI
- ADP, INC. — RECORD KEEPER
- ANDREWS HOOPER PAVLIK PLC — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,077
- Estimated Expense Ratio: 0.529% 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 | $91,078 | $54,040 | — | — | — |
| 2023 | $67,135 | $32,551 | — | — | — |
| 2022 | $122,997 | — | — | — | — |