Plan Ledger DOL Form 5500 · updated monthly

Moran & Company401(k)

MORAN & COMPANY 401(K) PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Moran & Company reported $21,842 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $2,675 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 has held roughly steady near 0.111%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,652nd-largest of 3,702 plans among Illinois employers on file, and the 642nd of 2,096 in real estate & leasing. In 2023, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,942,466
Participants with balances165
Active participants138
Employer contributions$369,191
Employee contributions$612,608
Employer contribution per active participant$2,675
Average account balance$126,924
Benefits paid to participants$1,197,196
Plan auditUnmodified (clean) audit opinion
AuditorDSWD CPAS AND ADVISORS
Plan history2
Yearassets · accounts · employer contribution
2023$20.9M · 165 accts · $369K emplr
2022$18.5M · 177 accts · $369K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$335
Investment management$21,507
Total administrative$21,842
The Moran & Company 401(k) match · 2023
Employer contribution per active participant$2,675
Median for plans this size$2,440
2023$2,675 per active participant
2022$2,530 per active participant

Moran & Company's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
CORRELL CO. INVESTMENT SERVICE CORP · Securities brokerage$21,507

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

Administrative cost history2
2023$21,842 · 0.11%
2022$23,530 · 0.11%
Similar plansReal Estate & Leasing · Illinois
Rmk Management IL$23.7M · 0.11%
Inland Bancorp,Inc. IL$22.9M · 0.28%
Emkay Inc. IL$21.5M · 0.07%
Golub & Company, LLC IL$19.2M · 0.09%
Core Campus, LLC IL$18.9M · 0.18%
Pacific Management, Inc. IL$17.9M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362979476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.