Employers › MOVES Managed Services
Recordkeeping fees per participant · Moves Managed Services Inc. 401(k) Retirement Plan · plan year 2023
$7.77
Higher than 9% of the 8,500 plans $1 to 10M that report it.
= $575 / 74
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250423085119NAL0005487073001, received 2025-04-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250423085119NAL0005487073001, received 2025-04-23
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2023-01-01 to 2023-12-31, filing received 2025-04-23.
Administrative expenses excluding investment management, per participant
$537.20
Higher than 99% of the 17,126 plans $1 to 10M that report it.
= $39,753 / 74
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250423085119NAL0005487073001, received 2025-04-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250423085119NAL0005487073001, received 2025-04-23
Administrative expenses per participant
$546.11
Higher than 99% of the 17,762 plans $1 to 10M that report it.
= $40,412 / 74
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250423085119NAL0005487073001, received 2025-04-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250423085119NAL0005487073001, received 2025-04-23
Administrative expenses as a share of assets
1.242%
Higher than 93% of the 17,798 plans $1 to 10M that report it.
= $40,412 / $3,253,512
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250423085119NAL0005487073001, received 2025-04-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250423085119NAL0005487073001, received 2025-04-23
Employer contributions per participant
$5,025
Higher than 99% of the 15,688 plans $1 to 10M that report it.
= $371,825 / 74
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250423085119NAL0005487073001, received 2025-04-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250423085119NAL0005487073001, received 2025-04-23
Employer share of total contributions
24.2%
Higher than 36% of the 15,721 plans $1 to 10M that report it.
= $371,825 / $1,537,354
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250423085119NAL0005487073001, received 2025-04-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250423085119NAL0005487073001, received 2025-04-23
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2K 401(m) arrangement · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250423085119NAL0005487073001, received 2025-04-23
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MOVES MANAGED SERVICES INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Plan name | MOVES MANAGED SERVICES INC. 401(K) RETIREMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Sponsor EIN / plan number | 82-4997374 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Sponsor location | DAVIDSON, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Industry (business code) | 541940, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Plan year | 2023-01-01 to 2023-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Filing received | 2025-04-23 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Participants, beginning of year | 149 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Active participants | 79 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Participants, end of year | 95 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Participants with an account balance | 74 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Total assets, beginning of year | $2,992,731 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Total assets, end of year | $3,253,512 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Net assets, end of year | $3,251,535 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Total income | $2,183,018 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Net income | $1,752,527 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Employer contributions | $371,825 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Participant contributions | $818,010 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Other contributions (incl. rollovers) | $347,519 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Total contributions | $1,537,354 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Benefit payments | $390,042 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Total expenses (incl. benefit payments) | $430,491 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Total administrative expenses | $40,412 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Contract administrator fees | $39,178 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Recordkeeping fees | $575 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Investment advisory and management fees | $659 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Administrative expenses excluding investment management | $39,753 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250423085119NAL0005487073001, received 2025-04-23 |
| Independent auditor | LEE CPA AUDIT GROUP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250423085119NAL0005487073001, received 2025-04-23 |
Position = column in the DOL layout for form year 2023. Filing 20250423085119NAL0005487073001, received 2025-04-23.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| WILSHIRE ASSOCIATES INC. (USA) | REGISTERED INVESTMENT AD | 26 Investment advisory (participants) | $659 | no |
| JOHN HANCOCK LIFE INSURANCE COMPANYrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 28 Investment management; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 62 Float revenue; 63 Distribution (12b-1) fees; 67 Other insurance wrap fees; 68 Soft dollars commissions | $401 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250423085119NAL0005487073001, received 2025-04-23.
No filing for the previous plan year is in the data, so there is no year-over-year comparison.
Sponsor name as filed: MOVES MANAGED SERVICES INC.; SEC registrant: MOVES Managed Services, Inc. (CIK 1950987, matched by EIN).