Plan Ledger DOL Form 5500 · updated monthly

M Moser Associates, LLC401(k)

M MOSER ASSOCIATES, LLC 401(K) PLAN AMP · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

M Moser Associates, LLC reported $57,262 in plan administrative expenses for 2024: 0.60% of average plan assets, above the peer median. Employer contributions averaged $3,747 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 2 years on file its reported administrative ratio rose from 0.02% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New York (3,579th of 5,648), and 7,936th of 11,654 in professional & technical services. In 2024, employees put in $2.43 for every $1.00 the employer contributed; active participation has grown from 98 to 117 since 2022.

Plan summary
Net assets, end of year$10,202,128
Participants with balances156
Active participants117
Employer contributions$438,400
Employee contributions$1,066,793
Employer contribution per active participant$3,747
Average account balance$65,398
Benefits paid to participants$1,461,188
Plan auditUnmodified (clean) audit opinion
AuditorMETZ CPA, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 156 accts · $438K emplr
2023$8.9M · 151 accts · $279K emplr
2022$6.8M · 145 accts · $320K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,262
Total administrative$57,262
The M Moser Associates, LLC 401(k) match · 2024
Employer contribution per active participant$3,747
Median for plans this size$1,313
2024$3,747 per active participant
2023$2,385 per active participant
2022$3,260 per active participant

M Moser Associates, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$7,594
CETERA INVESTMENT ADVISERS LLC · Investment advisory (participants)$31,633

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$57,262 · 0.60%
2023$45,530 · 0.58%
2022$1,635 · 0.02%
Similar plansProfessional & Technical Services · New York
Gettry Marcus CPA, P.C. NY$10.4M · 0.20%
Global-E US Inc. NY$10.3M · 0.06%
Jahnel Group, Inc. NY$10.2M · 0.46%
Cbx World Wide LLC NY$10.2M · 0.45%
First Consulting, Inc. NY$10.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223861601 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.