Plan Ledger DOL Form 5500 · updated monthly

Moore & van Allen PLLC401(k)

MOORE & VAN ALLEN PLLC 401(K) PROFIT SHARING PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Moore & van Allen PLLC reported $298,124 in plan administrative expenses for 2024: 0.08% of average plan assets, above the peer median. Employer contributions averaged $13,936 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 fell from 0.10% to 0.08%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 72nd-largest of 2,005 plans among North Carolina employers on file, and the 432nd of 11,654 in professional & technical services. In 2024, the employer put in $1.06 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$403,185,904
Participants with balances897
Active participants697
Employer contributions$9,713,655
Employee contributions$9,191,698
Employer contribution per active participant$13,936
Average account balance$449,483
Benefits paid to participants$32,339,636
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$403.2M · 897 accts · $9.7M emplr
2023$364.2M · 869 accts · $9.0M emplr
2022$315.6M · 868 accts · $8.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,028
Investment management$75,615
Trustee / custodial$150,481
Total administrative$298,124
The Moore & van Allen PLLC 401(k) match · 2024
Employer contribution per active participant$13,936
Median for plans this size$4,294
2024$13,936 per active participant
2023$12,889 per active participant
2022$12,600 per active participant

Moore & van Allen PLLC's 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$72,028
NEWPORT TRUST COMPANY · Claims processing · Custodial (securities)$150,481
CAPFINANCIAL PARTNERS, LLC · Investment management$75,615

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$298,124 · 0.08%
2023$370,382 · 0.11%
2022$352,893 · 0.10%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Syneos Health NC$1.6B · 0.06%
Veradigm LLC NC$807.9M · 0.09%
Hoffman & Hoffman, Inc. NC$389.3M · 0.06%
Family Health International NC$257.9M · 0.04%
Inmar, Inc. NC$240.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560559307 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.