Retirement plan

MOORE ARCHITECTS PC 401K PROFIT SHARING PLAN AND TRUST

Name: MOORE ARCHITECTS PC - MOORE ARCHITECTS PC 401K PROFIT SHARING PLAN AND TRUST (2025) Form 5500
Creator: MOORE ARCHITECTS PC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MOORE ARCHITECTS PC 401K PROFIT SHARING PLAN AND TRUST, MOORE ARCHITECTS PC

MOORE ARCHITECTS PCEIN 54-1905935Plan #001PY 2025

105 NORTH MAPLE AVE, STE 100 - FALLS CHURCH, VA 22046703-532-1192moorearch.comLinkedIn1-10 employeesarchitecture & planning

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-25.9% from 2024

Total participants

-18.2% from 2024

Average account balance

$146,036

-16.6% from 2024

Annual return

7.98%

-3.92 pp from 2024

Benchmarks

See 97,882 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort97,882 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$146K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$83K

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

+7.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$77483

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 codes2E2F2G2J2T3D

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.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$620K

$77483 / participant

Other / not subdivided$620K100.0%

% of EOY assets

53.057%

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

$146,036

$156,398-6.6%

$147,318-0.9%

$138,895+5.1%

Participation rate

87.5%

83.8%+3.7pp

82.1%+5.4pp

79.9%+7.6pp

Annual return

7.98%

78.75%-70.8pp

70.43%-62.5pp

145.39%-137.4pp

Employer contribution / active EE

$4,853-100.0%

$4,593-100.0%

$4,194-100.0%

Participant deferral / active EE

$10,379

$8,237+26.0%

$7,906+31.3%

$6,396+62.3%

Admin fee / account holder

$77,483

$14,976+417.4%

$13,708+465.3%

$12,562+516.8%

MOORE ARCHITECTS PC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOORE ARCHITECTS PC 401K PROFIT SHARING PLAN AND TRUST

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