Plan Ledger DOL Form 5500 · updated monthly

Moore Iacofano Goltsman, Inc401(k)

MIG 401(K) PLAN · BERKELEY, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Moore Iacofano Goltsman, Inc reported $65,295 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $832 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 0.20% to 0.17%. 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 2,140th-largest of 9,483 plans among California employers on file, and the 3,298th of 11,654 in professional & technical services. In 2024, employees put in $11.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$40,049,158
Participants with balances310
Active participants240
Employer contributions$199,747
Employee contributions$2,327,026
Employer contribution per active participant$832
Average account balance$129,191
Benefits paid to participants$2,451,359
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$40.0M · 310 accts · $200K emplr
2023$34.8M · 303 accts · $247K emplr
2022$29.8M · 308 accts · $215K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,727
Investment management$60,568
Total administrative$65,295
The Moore Iacofano Goltsman, Inc 401(k) match · 2024
Employer contribution per active participant$832
Median for plans this size$2,416
2024$832 per active participant
2023$1,043 per active participant
2022$943 per active participant

Moore Iacofano Goltsman, Inc'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 · 20244
ACCELERATE INVESTMENT ADVISORS LLC · Recordkeeping · Trustee$54,885
KESTRA ADVISORY SERVICES · Recordkeeping · Trustee$5,683
ADP, INC. · Loan processing · Recordkeeping$4,727
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ACCELERATE INVESTMENT ADVISORS LLC, ADP, KESTRA ADVISORY SERVICES
2023ADP, KESTRA ADVISORY SERVICES

This plan has changed recordkeepers within these filings. If you left Moore Iacofano Goltsman, Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$65,295 · 0.17%
2023$65,907 · 0.20%
2022$65,298 · 0.20%
Same employer
Similar plansProfessional & Technical Services · California
User Testing CA$40.0M · 0.09%
Blue River Technology LLC CA$39.6M · 0.18%
Egnyte, Inc. CA$39.5M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943116998 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.