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

> The Moscoe Group, INC.'s 401(k) plan: 131 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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