Plan Ledger DOL Form 5500 · updated monthly

Rodefer Moss & Co, PLLC401(k)

RODEFER MOSS & CO, PLLC 401(K) PROFIT SHARING PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Rodefer Moss & Co, PLLC reported $38,779 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,421 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. 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 among the smaller plans on file in Tennessee (762nd of 1,496), and 7,255th of 11,654 in professional & technical services. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,436,549
Participants with balances164
Active participants108
Employer contributions$369,495
Employee contributions$826,731
Employer contribution per active participant$3,421
Average account balance$75,833
Benefits paid to participants$183,820
Plan auditUnmodified (clean) audit opinion
AuditorCLAYTON-METIER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 164 accts · $369K emplr
2023$9.9M · 160 accts · $334K emplr
2022$8.8M · 158 accts · $380K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,779
Total administrative$38,779
The Rodefer Moss & Co, PLLC 401(k) match · 2024
Employer contribution per active participant$3,421
Median for plans this size$2,416
2024$3,421 per active participant
2023$2,628 per active participant
2022$3,307 per active participant

Rodefer Moss & Co, PLLC's 2024 employer contribution ran above the $2,416 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 · 20243
CAPITAL WEALTH MANAGEMENT · Investment advisory (plan)$36,411
ERISA SERVICES INC · Contract administrator$1,963
CAPITAL GROUP RETIREMENT PL SERVICE$800

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$38,779 · 0.35%
2023$33,666 · 0.36%
2022$30,591 · 0.34%
Similar plansProfessional & Technical Services · Tennessee
Marion Environmental, Inc. TN$12.8M · 0.35%
The Buntin Group, Inc. TN$12.8M · 0.52%
Fisher & Arnold, Inc. TN$12.5M · 0.28%
Qsource TN$11.8M · 0.48%
Merryman-Farr, LLC TN$11.1M · 0.68%
Thomas and Thorngren, Inc. TN$10.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621690032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.