Plan Ledger DOL Form 5500 · updated monthly

Minor Moving LLC dba Apple Moving401(k)

MINOR MOVING LLC DBA APPLE MOVING 401(K) PLAN · WOODBRIDGE, VA · plan year 2024

Reported admin expense ratio · 2024
1.68%

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

Minor Moving LLC dba Apple Moving reported $36,199 in plan administrative expenses for 2024: 1.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $493 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 fell from 1.87% to 1.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Virginia (2,053rd of 2,266), and 2,051st of 2,677 in transportation & warehousing. In 2024, employees put in $2.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,339,980
Participants with balances104
Active participants351
Employer contributions$173,006
Employee contributions$508,451
Employer contribution per active participant$493
Average account balance$22,500
Benefits paid to participants$579,000
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.3M · 104 accts · $173K emplr
2022$987K · 64 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,199
Total administrative$36,199
The Minor Moving LLC dba Apple Moving 401(k) match · 2024
Employer contribution per active participant$493
Median for plans this size$1,313

Minor Moving LLC dba Apple Moving's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$26,637
ORENDA RETIREMENT LLC · Contract administrator · Other services$9,562
OSAIC WEALTH INC. · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history2
2024$36,199 · 1.68%
2022$18,510 · 1.87%
Similar plansTransportation & Warehousing · Virginia
Direct Services, Inc. VA$2.6M · 1.50%
Wayforth, LLC VA$2.5M · 2.03%
Garten Trucking Lc VA$2.4M · 0.16%
W&L Mail Service, Inc. VA$2.0M · 0.89%
Diakon Logistics VA$1.9M · 0.57%
Aoc Logistics, LLC VA$1.9M · 1.54%
James River Carriers LLC VA$1.4M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200866572 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.