Plan Ledger DOL Form 5500 · updated monthly

The Moscoe Group, Inc.401(k)

THE MOSCOE GROUP, INC. 401(K) PLAN · MINNETONKA, MN · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

The Moscoe Group, Inc. reported $124,268 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $4,136 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 0.52% to 0.39%. 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 the 622nd-largest of 1,918 plans among Minnesota employers on file, and the 3,720th of 11,654 in professional & technical services. In 2024, employees put in $2.32 for every $1.00 the employer contributed; active participation has shrunk from 177 to 131 since 2022.

Plan summary
Net assets, end of year$34,674,918
Participants with balances162
Active participants131
Employer contributions$541,870
Employee contributions$1,256,810
Employer contribution per active participant$4,136
Average account balance$214,043
Benefits paid to participants$1,035,469
Plan auditUnmodified (clean) audit opinion
AuditorMAHONEYULBRICHRISTAINSEN&RUSS PA
Plan history3
Yearassets · accounts · employer contribution
2024$34.7M · 162 accts · $542K emplr
2023$29.7M · 172 accts · $536K emplr
2022$25.4M · 174 accts · $485K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,268
Total administrative$124,268
The The Moscoe Group, Inc. 401(k) match · 2024
Employer contribution per active participant$4,136
Median for plans this size$2,416
2024$4,136 per active participant
2023$3,914 per active participant
2022$2,738 per active participant

The Moscoe Group, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
BENEFIT PLANS ADMIN SERVICES, INC. · Recordkeeping · Consulting$118,339

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

Recordkeeper by year2
2024BENEFIT PLANS ADMIN SERVICES, INC.
2023BENEFIT PLANS ADMIN SERVICES, INC.

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Administrative cost history3
2024$124,268 · 0.39%
2023$102,709 · 0.37%
2022$147,432 · 0.52%
Same employer
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Larson Engineering, Inc. MN$36.4M · 0.25%
Abdo, LLP MN$35.5M · 0.25%
Solution Design Group, Inc. MN$35.4M · 0.22%
Minnetronix Medical, Inc. MN$34.6M · 0.22%
Collective Measures, Inc. MN$33.8M · 0.03%
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Source: U.S. Department of Labor, Form 5500 series, EIN 410879573 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.