# Walter P Moore & Associates, INC. 401(k) Plan
Source: https://planprovider.pro/companies/walter-p-moore-associates-inc-401k-plan

> Walter P Moore & Associates, INC.'s 401(k) plan: 840 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walter P Moore & Associates, INC.

- **Sponsor EIN:** 741554339

- **Sponsor Address:** 1301 MCKINNEY ST STE 1100, HOUSTON, TX, 77010

- **Plan Type:** 401(k)

- **Total Participants:** 840

- **Total Assets:** $179.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|840|$179.8M|$2.2M|$8.5M|

| 2023|665|$147.0M|$1.9M|$7.4M|

| 2022|618|$116.8M|$1.7M|$6.6M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$27,706|—|$27,706|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,706

- **Estimated Expense Ratio:** 0.015% 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|$54,244|$27,707|$300|—|—|

| 2023|$6,879|$22,068|$1,200|—|—|

| 2022|-$21,423|$17,573|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/walter-p-moore-associates-inc-401k-plan)

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