Plan Ledger DOL Form 5500 · updated monthly

Moody Nolan, Inc.401(k)

MOODY NOLAN, INC. 401(K) PROFIT SHARING PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Moody Nolan, Inc. reported $99,251 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,600 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 0.11% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 844th-largest of 3,295 plans among Ohio employers on file, and the 3,561st of 11,654 in professional & technical services. In 2024, employees put in $3.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$36,490,696
Participants with balances394
Active participants336
Employer contributions$873,531
Employee contributions$2,911,397
Employer contribution per active participant$2,600
Average account balance$92,616
Benefits paid to participants$4,823,793
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$36.5M · 394 accts · $874K emplr
2023$32.8M · 382 accts · $783K emplr
2022$26.5M · 343 accts · $467K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,251
Total administrative$99,251
The Moody Nolan, Inc. 401(k) match · 2024
Employer contribution per active participant$2,600
Median for plans this size$2,416
2024$2,600 per active participant
2023$2,249 per active participant
2022$1,345 per active participant

Moody Nolan, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20243
MONEY CONCEPTS CAPITAL CORP · Investment advisory (plan)$71,654
EMPOWER ADVISORY GROUP, LLC · Investment management$24,890

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

Administrative cost history3
2024$99,251 · 0.29%
2023$33,425 · 0.11%
2022$31,850 · 0.11%
Same employer
Similar plansProfessional & Technical Services · Ohio
Ascendum Solutions, LLC OH$37.9M · 0.43%
Arctos, LLC OH$37.2M · 0.31%
Manley Deas & Kochalski LLC OH$37.0M · 0.03%
H-P Products, Inc. OH$36.9M · 0.46%
Infocision, Inc. OH$36.2M · 0.49%
Walter & Haverfield LLP OH$35.9M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311256984 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.