Plan Ledger DOL Form 5500 · updated monthly

Moceri Management Co.401(k)

MOCERI MANAGEMENT CO. 401(K) PROFIT SHARING PLAN AND TRUST · AUBURN HILLS, MI · plan year 2024

Reported admin expense ratio · 2024
2.43%

Moceri Management Co. reported $30,168 in plan administrative expenses for 2024: 2.43% of average plan assets, higher than ~90% of peers. 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 1.85% to 2.43%. 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 Michigan (2,444th of 2,619), and 11,110th of 11,654 in professional & technical services. active participation has shrunk from 234 to 63 since 2022.

Plan summary
Net assets, end of year$1,374,714
Participants with balances254
Active participants63
Employer contributions—
Employee contributions$320,729
Employer contribution per active participant—
Average account balance$5,412
Benefits paid to participants$160,739
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 254 accts
2023$1.1M · 247 accts
2022$827K · 215 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,279
Investment management$4,889
Total administrative$30,168
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 · 20243
TRANSAMERICA FINANCIAL LIFE · Recordkeeping · Loan processing$15,980
MAP RETIREMENT USA, LLC · Recordkeeping · Loan processing$9,300
MERRILL LYNCH LIFE AGENCY, INC. · Investment advisory (plan)$4,889

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

Recordkeeper by year2
2024MAP RETIREMENT USA, LLC, Transamerica
2023MAP RETIREMENT USA, LLC, Transamerica

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

Administrative cost history3
2024$30,168 · 2.43%
2023$28,608 · 2.95%
2022$14,243 · 1.85%
Similar plansProfessional & Technical Services · Michigan
Cdl Marketing Group LLC MI$1.5M · 0.03%
Envisiontec, Inc. MI$1.5M · 0.28%
L5 Fitness Holdings LLC MI$1.4M · 2.57%
Impact Business Group MI$946K · 1.26%
Walkerhealthcareit, LLC MI$886K · 1.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 386175411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.