Plan Ledger DOL Form 5500 · updated monthly

Moon Valley Nurseries Intermediate Holdings, LLC401(k)

MOON VALLEY NURSERIES 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Moon Valley Nurseries Intermediate Holdings, LLC reported $54,734 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $816 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 0.17% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 417th-largest of 1,285 plans among Arizona employers on file, and 2,209th of 4,246 in wholesale trade. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 1,601 to 1,777 since 2022.

Plan summary
Net assets, end of year$16,577,419
Participants with balances462
Active participants1,777
Employer contributions$1,450,465
Employee contributions$2,329,772
Employer contribution per active participant$816
Average account balance$35,882
Benefits paid to participants$2,395,162
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.6M · 462 accts · $1.5M emplr
2023$13.3M · 433 accts · $1.3M emplr
2022$9.5M · 496 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,539
Investment management$8,195
Total administrative$54,734
The Moon Valley Nurseries Intermediate Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$816
Median for plans this size$2,416
2024$816 per active participant
2023$825 per active participant
2022$753 per active participant

Moon Valley Nurseries Intermediate Holdings, LLC's 2024 employer contribution ran below the $2,416 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 · 20243
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$8,195
TD AMERITRADE, INC. · Securities brokerageindirect comp

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$54,734 · 0.37%
2023$38,386 · 0.34%
2022$16,353 · 0.17%
Similar plansWholesale Trade · Arizona
Unical Aviation, Inc. AZ$22.6M · 0.30%
Davidson's, Inc. AZ$18.2M · 0.06%
Core Machinery AZ$16.7M · 0.30%
Road Machinery AZ$16.4M · 0.30%
Antigua Group, Inc. AZ$13.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872886053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.