Plan Ledger DOL Form 5500 · updated monthly

Moye White LLP401(k)

MOYE WHITE LLP 401(K) PROFIT-SHARING PLAN AND TRUST · DENVER, CO · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Moye White LLP reported $34,799 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $186 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 rose from 0.09% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 328th-largest of 1,461 plans among Colorado employers on file, and the 3,636th of 11,654 in professional & technical services. In 2023, employees put in $68.09 for every $1.00 the employer contributed; active participation has shrunk from 119 to 107 since 2022.

Plan summary
Net assets, end of year$35,520,107
Participants with balances177
Active participants107
Employer contributions$19,876
Employee contributions$1,353,314
Employer contribution per active participant$186
Average account balance$200,679
Benefits paid to participants$6,192,138
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 87 accts
2023$35.5M · 177 accts · $20K emplr
2022$34.1M · 179 accts · $1.0M emplr
Administrative expenses, itemized · 2023
Investment management$12,085
Total administrative$34,799
The Moye White LLP 401(k) match · 2023
Employer contribution per active participant$186
Median for plans this size$2,440
2023$186 per active participant
2022$8,763 per active participant

Moye White LLP's 2023 employer contribution ran below the $2,440 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 · 20233
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$22,714
MORGAN STANLEY · Investment advisory (plan)$12,085
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect 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
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$35,818 · 0.15%
2023$34,799 · 0.10%
2022$35,907 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Colorado
Wvp of Washington PC CO$38.2M · 0.54%
Kpa Services, LLC CO$37.7M · 0.61%
Boulder Associates, Inc. CO$36.9M · 0.33%
Campos Holding Company LLC CO$36.2M · 0.56%
Vendavo, Inc. CO$35.0M · 0.06%
Oz Architecture, Inc. CO$34.8M · 0.20%
Galloway & Company, Inc. CO$34.4M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840714430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.