Moneytree, Inc.401(k)
MONEYTREE, INC. PROFIT SHARING AND 401(K) PLAN · RENTON, WA · plan year 2024
Moneytree, Inc. reported $127,323 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. 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 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 529th-largest of 1,714 plans among Washington employers on file, and 2,419th of 4,798 in finance & insurance.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 911218621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.