Plan Ledger DOL Form 5500 · updated monthly

Moss Management Services, Inc.401(k)

MOSS MANAGEMENT SERVICES, INC. 401(K) SALARY REDUCTION PLAN · SHERMAN OAKS, CA · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Moss Management Services, Inc. reported $60,337 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,528 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 0.84% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in California (5,576th of 9,483), and 1,136th of 2,096 in real estate & leasing. In 2024, employees put in $2.16 for every $1.00 the employer contributed; active participation has grown from 304 to 360 since 2022.

Plan summary
Net assets, end of year$9,563,274
Participants with balances371
Active participants360
Employer contributions$550,100
Employee contributions$1,186,787
Employer contribution per active participant$1,528
Average account balance$25,777
Benefits paid to participants$430,270
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 371 accts · $550K emplr
2023$7.3M · 323 accts · $543K emplr
2022$5.0M · 262 accts · $369K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,947
Investment management$16,390
Total administrative$60,337
The Moss Management Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,528
Median for plans this size$1,313
2024$1,528 per active participant
2023$1,745 per active participant
2022$1,213 per active participant

Moss Management Services, Inc.'s 2024 employer contribution ran above the $1,313 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.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$43,947
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$15,000

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

Administrative cost history3
2024$60,337 · 0.71%
2023$47,150 · 0.76%
2022$42,246 · 0.84%
Same employer
Similar plansReal Estate & Leasing · California
El Monte Rents, Inc. CA$10.2M · 0.51%
Zumper, Inc. CA$10.1M · 0.11%
Fox Rent a Car, Inc. CA$9.4M · 0.85%
Ca Capital Operations LLC CA$9.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204075822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.