Plan Snapshot
- Plan Sponsor: The Moscoe Group, INC.
- Sponsor EIN: 410879573
- Sponsor Address: 10900 WAYZATA BLVD, STE 600, MINNETONKA, MN, 55305
- Plan Type: 401(k)
- Total Participants: 131
- Total Assets: $34.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 131 | $34.7M | $541,870 | $1.3M |
| 2023 | 137 | $29.7M | $536,268 | $1.3M |
| 2022 | 177 | $25.4M | $484,584 | $1.1M |
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 |
|---|---|---|---|---|
| MAHONEYULBRICHRISTAINSEN&RUSS PA | 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 | $124,268 | — | $124,268 | — | — |
| 2023 | $102,709 | — | $102,709 | — | — |
| 2022 | $147,432 | — | $41,363 | — | $106,069 |