Plan Snapshot
- Plan Sponsor: Christopher Morgan, LLC
- Sponsor EIN: 391986515
- Sponsor Address: 16595 W. STRATTON DR., NEW BERLIN, WI, 531517301
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 73 | $7.3M | $159,534 | $271,805 |
| 2023 | 72 | $7.5M | $169,415 | $295,296 |
| 2022 | 143 | $6.2M | $169,287 | $312,527 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $36,103 | — | $36,103 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $23,796 | — | $23,796 |
| BLUE CHIP RETIREMENT PLANS, INC. | CONTRACT ADMIN | $4,705 | $7,283 | $11,988 |
| LUCIDA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUCIDA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,887
- Estimated Expense Ratio: 0.987% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $65,398 | $37,156 | $4,662 | — | — |
| 2023 | $55,414 | $32,791 | $3,243 | — | — |
| 2022 | — | — | — | — | — |