Plan Ledger DOL Form 5500 · updated monthly

C J Moyna & Sons LLC401(k)

C J MOYNA & SONS, LLC 401(K) RETIREMENT SAVINGS PLAN · ELKADER, IA · plan year 2024

Reported admin expense ratio · 2024
0.35%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

C J Moyna & Sons LLC reported $92,572 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,441 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 331st-largest of 878 plans among Iowa employers on file, and the 1,642nd of 5,337 in construction. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has shrunk from 333 to 273 since 2022.

Plan summary
Net assets, end of year$27,205,160
Participants with balances319
Active participants273
Employer contributions$666,358
Employee contributions$1,541,986
Employer contribution per active participant$2,441
Average account balance$85,283
Benefits paid to participants$1,771,482
Plan auditUnmodified (clean) audit opinion
AuditorFORGE FINANCIAL AND MANAGEMENT CONS
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 319 accts · $666K emplr
2023$26.2M · 373 accts · $673K emplr
2022$21.7M · 371 accts · $612K emplr
Administrative expenses, itemized · 2024
Investment management$92,572
Total administrative$92,572
The C J Moyna & Sons LLC 401(k) match · 2024
Employer contribution per active participant$2,441
Median for plans this size$2,416
2024$2,441 per active participant
2023$1,805 per active participant
2022$1,837 per active participant

C J Moyna & Sons LLC's 2024 employer contribution ran above the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
BANKERS TRUST$92,572

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$92,572 · 0.35%
2023$80,342 · 0.34%
2022$75,771 · 0.33%
Same employer
Similar plansConstruction · Iowa
Conlon Construction Company IA$29.0M · 0.18%
Carl a. Nelson & Company IA$28.5M · 0.16%
Seedorff Holdings, Inc. IA$26.1M · 0.29%
Shaw Electric, Inc. IA$23.0M · 0.26%
United Contractors, Inc. IA$22.8M · 0.14%
Todd & Sargent, Inc. IA$22.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420989447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.