# The Moran Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/the-moran-group-inc-401k-plan

> The Moran Group, INC.'s 401(k) plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [ANDREWS HOOPER PAVLIK PLC](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-moran-group-inc-401k-plan)

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