Plan Ledger DOL Form 5500 · updated monthly

Momdoc, LLC401(k)

MOMDOC 401(K) PLAN · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024
1.01%

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

Momdoc, LLC reported $75,418 in plan administrative expenses for 2024: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.93% to 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Arizona (656th of 1,285), and 6,403rd of 11,911 in health care & social assistance. In 2024, employees put in $57165.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,092,058
Participants with balances425
Active participants226
Employer contributions$16
Employee contributions$914,645
Employer contribution per active participant$0
Average account balance$19,040
Benefits paid to participants$768,402
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 425 accts · $16 emplr
2023$6.9M · 399 accts · $13K emplr
2022$5.5M · 380 accts · $4K emplr
The Momdoc, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313
2024$0 per active participant
2023$62 per active participant
2022$18 per active participant

Momdoc, LLC'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 · 20241
JOHN HANCOCK LIFE INS CO · Recordkeeping · Investment management$2,490

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$75,418 · 1.01%
2023$61,200 · 0.99%
2022$52,259 · 0.93%
Similar plansHealth Care & Social Assistance · Arizona
The Guidance Center, Inc. AZ$9.0M · 0.60%
Mbi Acquisition Corp. AZ$8.0M · 0.42%
Infinity Hospice Care LLC AZ$8.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860919727 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.