Retirement plan

MOODLE 401(K) PLAN

Name: MOODLE US LLC - MOODLE 401(K) PLAN (2024) Form 5500
Creator: MOODLE US LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOODLE 401(K) PLAN, MOODLE US LLC

MOODLE US LLCEIN 30-1130319Plan #001PY 2024

8101 COLLEGE BLVD, SUITE 100 - OVERLAND PARK, KS 66210833-255-4355LinkedIn11-50 employeese-learning

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.3M

+46.8% from 2023

Total participants

+13.4% from 2023

Average account balance

$29,970

+27.5% from 2023

Annual return

16.73%

-7.94 pp from 2023

Benchmarks

See 3,224 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,224 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$30K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

122.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$635K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$2344

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E3D2G2J2F2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$178K

$2873 / participant

Other / not subdivided$178K100.0%

% of EOY assets

7.820%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$29,970

$77,460-61.3%

$100,378-70.1%

$80,925-63.0%

Participation rate

100.0%

76.9%+23.1pp

81.5%+18.5pp

67.7%+32.3pp

Annual return

16.73%

37.24%-20.5pp

49.41%-32.7pp

35.65%-18.9pp

Employer contribution / active EE

$2,861

$2,801+2.1%

$3,942-27.4%

$2,756+3.8%

Participant deferral / active EE

$7,379

$6,818+8.2%

$8,087-8.8%

$4,299+71.7%

Admin fee / account holder

$2,344

$5,887-60.2%

$7,899-70.3%

$6,940-66.2%

MOODLE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOODLE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion