Plan Ledger DOL Form 5500 · updated monthly

Moore & Giles401(k)

MOORE & GILES 401(K) PROFIT SHARING P&T · FOREST, VA · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Moore & Giles reported $77,787 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,165 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 0.35% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,062nd-largest of 2,266 plans among Virginia employers on file, and the 1,134th of 3,341 in other services. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,163,890
Participants with balances134
Active participants118
Employer contributions$373,451
Employee contributions$632,590
Employer contribution per active participant$3,165
Average account balance$135,551
Benefits paid to participants$344,810
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 134 accts · $373K emplr
2023$15.1M · 129 accts · $368K emplr
2022$11.9M · 120 accts · $358K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,787
Total administrative$77,787
The Moore & Giles 401(k) match · 2024
Employer contribution per active participant$3,165
Median for plans this size$2,416
2024$3,165 per active participant
2023$3,146 per active participant
2022$3,169 per active participant

Moore & Giles'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.

Administrative cost history3
2024$77,787 · 0.47%
2023$61,764 · 0.46%
2022$44,779 · 0.35%
Similar plansOther Services · Virginia
Global Impact VA$15.8M · 0.35%
Patient Advocate Foundation VA$14.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540308644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.