Moss & Associates 401(k) match, vesting and fees
What Moss & Associates' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 570 defined-contribution plans in construction with 1,000 to 4,999 participants.
| Moss & Associates: employer contribution per participant | $6,507 | |
| Peer median | $2,900 |
| Moss & Associates: average balance | $88,711 | |
| Peer median | $67,876 |
| Moss & Associates: admin expenses ÷ assets | 0.15% | |
| Peer median | 0.26% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $150M at the end of plan year 2023 to $191M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 2,202 | $191M | $14M | $6,507 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 1,789 | $150M | $11.3M | $6,433 | 0.17% | Not published | Form 5500 ↗ |
Common questions
Does Moss & Associates match 401(k) contributions?
The match terms for the Moss & Associates, LLC 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $14M in employer contributions, about $6,507 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Moss & Associates 401(k) match vested?
The vesting schedule for the Moss & Associates, LLC 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Moss & Associates 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Moss & Associates, LLC.
I left Moss & Associates. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Moss & Associates, LLC, (954) 712-5969) or the recordkeeper, Fidelity Investments Institutional. The Moss & Associates old 401(k) page lists the contacts from every plan filing. Find an old Moss & Associates 401(k)
Data from the public Form 5500 annual reports Moss & Associates filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Moss & Associates. Not financial advice. Report a correction · Methodology