Plan Ledger DOL Form 5500 · updated monthly

Moshay, Inc.401(k)

MOSHAY, INC. 401(K) PROFIT SHARING PLAN · VERNON, CA · plan year 2023

Reported admin expense ratio · 2023
0.68%

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

Moshay, Inc. reported $27,941 in plan administrative expenses for 2023: 0.68% of average plan assets, above the peer median. Employer contributions averaged $583 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 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,172nd of 9,483), and 11,461st of 13,661 in manufacturing. In 2023, employees put in $4.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,522,898
Participants with balances97
Active participants89
Employer contributions$51,918
Employee contributions$259,226
Employer contribution per active participant$583
Average account balance$46,628
Benefits paid to participants$317,363
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.5M · 97 accts · $52K emplr
2022$3.7M · 138 accts · $19K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,063
Investment management$5,878
Total administrative$27,941
The Moshay, Inc. 401(k) match · 2023
Employer contribution per active participant$583
Median for plans this size$1,308
2023$583 per active participant
2022$220 per active participant

Moshay, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
JOHN HANCOCK USA · Recordkeeping$1,186
LAZARI CAPITAL MANAGEMENT · Investment advisory (participants)$5,878

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$27,941 · 0.68%
2022$27,429 · 0.67%
Similar plansManufacturing · California
Byrnes & Kiefer Co., Inc. CA$4.6M · 0.58%
Somacis Inc CA$4.5M · 0.59%
Katzkin Leather Inc. CA$4.5M · 0.35%
Telesis Bio, Inc CA$4.5M · 1.36%
Splay Inc CA$4.5M · 0.51%
Universal Custom Display CA$4.5M · 0.02%
Waev, Inc. CA$4.4M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952742545 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.